UnitedHealth shares owned by Summit Wealth Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $568k | 1.6k | 345.30 |
| 2025-06-30 | $513k | 1.6k | 311.85 |
| 2025-03-31 | $862k | 1.6k | 524.01 |
| 2024-12-31 | $829k | 1.6k | 505.80 |
| 2024-09-30 | $1.0M | 1.8k | 584.57 |
| 2024-06-30 | $906k | 1.8k | 508.99 |
| 2024-03-31 | $875k | 1.8k | 494.63 |
| 2023-12-31 | $933k | 1.8k | 526.52 |
| 2023-09-30 | $866k | 1.7k | 504.07 |
| 2023-06-30 | $826k | 1.7k | 480.79 |
| 2023-03-31 | $2.0k | 812k | 0.00 |
| 2022-12-31 | $911k | 1.7k | 530.27 |
| 2022-09-30 | $865k | 1.7k | 504.96 |
| 2022-06-30 | $887k | 1.7k | 513.61 |
| 2022-03-31 | $859k | 1.7k | 509.79 |
| 2021-12-31 | $858k | 1.7k | 502.05 |
| 2021-09-30 | $725k | 1.9k | 390.63 |
| 2021-06-30 | $726k | 1.8k | 400.44 |
| 2021-03-31 | $672k | 1.8k | 372.30 |
| 2020-12-31 | $627k | 1.8k | 350.87 |
| 2020-09-30 | $557k | 1.8k | 311.70 |
| 2020-06-30 | $527k | 1.8k | 294.91 |
| 2020-03-31 | $439k | 1.8k | 249.15 |
| 2019-12-31 | $518k | 1.8k | 293.98 |