UnitedHealth shares owned by Summit Global Investments
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Global Investments
from 13F filings
Historical chart of Summit Global Investments investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Summit Global Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Summit Global Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.9k | 345.26 |
| 2025-06-30 | $1.9M | 6.0k | 311.89 |
| 2025-03-31 | $3.4M | 6.5k | 523.79 |
| 2024-12-31 | $2.0M | 4.0k | 505.80 |
| 2024-09-30 | $3.0M | 5.2k | 584.73 |
| 2024-06-30 | $8.7M | 17k | 509.23 |
| 2024-03-31 | $5.5M | 11k | 494.67 |
| 2023-12-31 | $4.4M | 8.3k | 526.50 |
| 2023-09-30 | $13M | 26k | 504.17 |
| 2023-06-30 | $19M | 40k | 480.64 |
| 2023-03-31 | $570k | 1.2k | 472.25 |
| 2022-12-31 | $469k | 885 | 529.94 |
| 2022-09-30 | $446k | 884 | 504.52 |
| 2022-06-30 | $452k | 881 | 513.05 |
| 2022-03-31 | $470k | 923 | 509.21 |
| 2021-12-31 | $457k | 910 | 502.20 |
| 2021-09-30 | $350k | 897 | 390.19 |
| 2021-06-30 | $247k | 618 | 399.68 |
| 2021-03-31 | $249k | 670 | 371.64 |
| 2020-12-31 | $219k | 624 | 350.96 |
| 2020-09-30 | $6.8M | 22k | 311.78 |
| 2020-06-30 | $6.6M | 22k | 294.95 |
| 2020-03-31 | $6.3M | 25k | 249.37 |
| 2019-12-31 | $12M | 41k | 293.98 |
| 2019-09-30 | $8.7M | 40k | 217.31 |
| 2019-06-30 | $9.8M | 40k | 244.02 |
| 2019-03-31 | $9.9M | 40k | 247.26 |
| 2018-12-31 | $9.7M | 39k | 249.13 |
| 2018-09-30 | $11M | 40k | 266.05 |
| 2018-06-30 | $9.4M | 38k | 245.33 |
| 2018-03-31 | $13M | 62k | 214.02 |
| 2017-12-31 | $14M | 64k | 220.46 |
| 2017-09-30 | $9.9M | 51k | 195.85 |
| 2017-06-30 | $4.4M | 24k | 185.43 |
| 2017-03-31 | $4.1M | 25k | 164.01 |
| 2016-12-31 | $3.4M | 21k | 160.02 |