UnitedHealth shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 28k | 345.30 |
| 2025-06-30 | $5.7M | 18k | 311.97 |
| 2025-03-31 | $10M | 20k | 523.75 |
| 2024-12-31 | $8.1M | 16k | 505.86 |
| 2024-09-30 | $8.0M | 14k | 584.69 |
| 2024-06-30 | $6.1M | 12k | 509.26 |
| 2024-03-31 | $4.5M | 9.0k | 494.69 |
| 2023-12-31 | $4.3M | 8.1k | 526.48 |
| 2023-09-30 | $4.0M | 7.9k | 504.20 |
| 2023-06-30 | $4.1M | 8.5k | 480.65 |
| 2023-03-31 | $2.6M | 5.6k | 472.60 |
| 2022-12-31 | $2.7M | 5.2k | 530.19 |
| 2022-09-30 | $1.7M | 3.5k | 505.06 |
| 2022-06-30 | $1.6M | 3.0k | 513.58 |
| 2022-03-31 | $915k | 1.8k | 510.03 |
| 2021-12-31 | $670k | 1.3k | 502.25 |
| 2021-09-30 | $413k | 1.1k | 390.36 |
| 2021-06-30 | $350k | 874 | 400.46 |
| 2021-03-31 | $317k | 852 | 372.07 |
| 2020-12-31 | $334k | 953 | 350.47 |
| 2020-09-30 | $781k | 2.2k | 354.52 |
| 2020-06-30 | $330k | 1.1k | 295.17 |
| 2019-12-31 | $331k | 1.1k | 294.22 |
| 2018-12-31 | $672k | 2.7k | 249.26 |
| 2018-09-30 | $7.1M | 27k | 266.04 |
| 2018-06-30 | $1.3M | 5.4k | 245.33 |
| 2018-03-31 | $6.2M | 6.2M | 1.00 |
| 2017-12-31 | $7.7M | 32k | 239.74 |