SUMMITRY LLC

Position in UNH — Unitedhealth Group Inc

CIK 1280043 Foster City, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$756,862

+$383,719 QoQ

Shares Held

1,821

+32.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,023

of 3,349 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SUMMITRY LLC holds $2,407,566 across 4 Healthcare Plans names. UNH ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	18,412	$1,181,866
2	UNH	Unitedhealth Group Inc This page	1,821	$756,862
3	ELV	Elevance Health, Inc.	661	$255,628
4	CVS	CVS HEALTH Corp	2,061	$213,210

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,862	1,821	+32.1%	Shares	Sole	2026-07-21
2026-03-31	$373,143	1,379	+69.6%	Shares	Sole	2026-05-22
2025-12-31	$268,379	813	+17.3%	Shares	Sole	2026-02-09
2025-09-30	$239,292	693	+47.4%	Shares	Sole	2025-11-07
2024-09-30	$274,799	470	+7.1%	Shares	Sole	2024-11-07
2024-03-31	$217,173	439	+13.7%	Shares	Sole	2024-05-06
2022-12-31	$204,649	386	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.