UnitedHealth shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 17k | 345.30 |
| 2025-06-30 | $5.4M | 17k | 311.97 |
| 2025-03-31 | $9.0M | 17k | 523.75 |
| 2024-12-31 | $8.7M | 17k | 505.86 |
| 2024-09-30 | $10M | 18k | 584.68 |
| 2024-06-30 | $10M | 20k | 509.26 |
| 2024-03-31 | $10M | 20k | 494.70 |
| 2023-12-31 | $11M | 21k | 526.47 |
| 2023-09-30 | $11M | 22k | 504.19 |
| 2023-06-30 | $12M | 24k | 480.64 |
| 2023-03-31 | $12M | 26k | 472.59 |
| 2022-12-31 | $14M | 27k | 530.18 |
| 2022-09-30 | $14M | 28k | 505.03 |
| 2022-06-30 | $14M | 28k | 513.59 |
| 2022-03-31 | $14M | 28k | 509.94 |
| 2021-12-31 | $14M | 28k | 502.13 |
| 2021-09-30 | $11M | 29k | 390.72 |
| 2021-06-30 | $11M | 29k | 400.41 |
| 2021-03-31 | $11M | 29k | 372.10 |
| 2020-12-31 | $10M | 29k | 350.68 |
| 2020-09-30 | $9.4M | 30k | 311.54 |
| 2020-06-30 | $9.1M | 31k | 294.92 |
| 2020-03-31 | $7.8M | 31k | 249.37 |
| 2019-12-31 | $9.3M | 32k | 293.95 |
| 2019-09-30 | $6.7M | 31k | 217.31 |
| 2019-06-30 | $7.5M | 31k | 243.98 |
| 2019-03-31 | $7.7M | 31k | 247.25 |
| 2018-12-31 | $7.9M | 32k | 249.10 |
| 2018-09-30 | $8.5M | 32k | 266.05 |
| 2018-06-30 | $7.9M | 32k | 245.13 |
| 2018-03-31 | $7.4M | 35k | 213.68 |
| 2017-12-31 | $14M | 38k | 364.15 |
| 2017-09-30 | $7.5M | 38k | 195.62 |
| 2017-06-30 | $7.1M | 38k | 185.30 |
| 2017-03-31 | $6.2M | 38k | 163.07 |
| 2016-12-31 | $6.4M | 40k | 160.04 |
| 2016-09-30 | $4.8M | 35k | 140.01 |
| 2016-06-30 | $4.3M | 31k | 141.19 |
| 2016-03-31 | $3.5M | 27k | 128.88 |
| 2015-12-31 | $2.1M | 18k | 117.65 |
| 2015-09-30 | $2.1M | 18k | 116.03 |
| 2015-06-30 | $2.2M | 18k | 122.03 |
| 2015-03-31 | $2.1M | 18k | 118.26 |
| 2014-12-31 | $1.8M | 18k | 101.11 |
| 2014-09-30 | $1.6M | 18k | 86.25 |
| 2014-06-30 | $1.6M | 19k | 81.76 |
| 2014-03-31 | $1.6M | 20k | 82.01 |
| 2013-12-31 | $1.6M | 21k | 75.29 |
| 2013-09-30 | $1.5M | 22k | 71.61 |
More positions owned by Summit Investment Advisors
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