UnitedHealth shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $322k | 932 | 345.30 |
| 2025-06-30 | $291k | 932 | 311.97 |
| 2025-03-31 | $2.9M | 5.5k | 523.75 |
| 2024-12-31 | $2.6M | 5.2k | 505.86 |
| 2024-09-30 | $2.9M | 4.9k | 584.68 |
| 2024-06-30 | $2.2M | 4.4k | 509.26 |
| 2024-03-31 | $700k | 1.4k | 494.70 |
| 2023-12-31 | $718k | 1.4k | 526.47 |
| 2023-09-30 | $737k | 1.5k | 504.19 |
| 2023-06-30 | $703k | 1.5k | 480.64 |
| 2023-03-31 | $670k | 1.4k | 472.59 |
| 2022-12-31 | $766k | 1.4k | 530.18 |
| 2022-09-30 | $636k | 1.3k | 504.76 |
| 2022-06-30 | $647k | 1.3k | 513.49 |
| 2022-03-31 | $643k | 1.3k | 510.32 |
| 2021-12-31 | $633k | 1.3k | 502.38 |
| 2021-09-30 | $492k | 1.3k | 390.48 |
| 2021-06-30 | $505k | 1.3k | 400.79 |
| 2021-03-31 | $468k | 1.3k | 350.56 |
| 2020-12-31 | $468k | 1.3k | 350.56 |
| 2020-09-30 | $444k | 1.4k | 311.58 |
More positions owned by Summit Place Financial Advisors
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