UnitedHealth shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $852k | 1.7k | 505.86 |
| 2024-09-30 | $862k | 1.5k | 584.68 |
| 2024-06-30 | $751k | 1.5k | 509.26 |
| 2024-03-31 | $815k | 1.6k | 494.70 |
| 2023-12-31 | $871k | 1.7k | 526.47 |
| 2023-09-30 | $891k | 1.8k | 504.19 |
| 2023-06-30 | $850k | 1.8k | 480.64 |
| 2023-03-31 | $1.2M | 2.5k | 472.59 |
| 2022-12-31 | $1.3M | 2.5k | 530.18 |
| 2022-09-30 | $1.2M | 2.5k | 505.04 |
| 2022-06-30 | $1.2M | 2.3k | 513.63 |
| 2022-03-31 | $1.2M | 2.3k | 509.97 |
| 2021-12-31 | $1.1M | 2.3k | 502.14 |
| 2021-09-30 | $882k | 2.3k | 390.74 |
| 2021-06-30 | $660k | 1.6k | 400.44 |
| 2021-03-31 | $619k | 1.7k | 372.13 |
| 2020-12-31 | $586k | 1.7k | 350.75 |
| 2020-09-30 | $520k | 1.7k | 311.82 |
| 2020-06-30 | $492k | 1.7k | 294.97 |
| 2020-03-31 | $368k | 1.5k | 249.38 |
| 2019-12-31 | $434k | 1.5k | 293.98 |