SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in UNH — Unitedhealth Group Inc

CIK 1531593 NEW YORK, NY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,618,469

+$2,272,385 QoQ

Shares Held

6,300

+392.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,266

of 3,349 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Dec 31, 2020

CallValue

CallShares

PutValue

$3,506

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $2,765,430 across 6 Healthcare Plans names. UNH ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,300	$2,618,469
2	CVS	CVS HEALTH Corp	896	$92,691
3	ELV	Elevance Health, Inc.	50	$19,336
4	CI	Cigna Group	61	$16,816
5	HUM	Humana Inc	28	$11,122
6	CNC	Centene Corp	109	$6,996

All Filings in UNH

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,618,469	6,300	+392.6%	Shares	Sole	2026-08-03
2026-03-31	$346,084	1,279	-92.3%	Shares	Sole	2026-04-30
2025-12-31	$5,479,826	16,600	-7.2%	Shares	Sole	2026-02-17
2025-09-30	$6,174,654	17,882	+481.7%	Shares	Sole	2025-11-13
2025-06-30	$958,995	3,074	+104.4%	Shares	Sole	2025-08-12
2023-06-30	$722,882	1,504	+146.2%	Shares	Sole	2023-08-14
2023-03-31	$288,752	611	-52.1%	Shares	Sole	2023-05-12
2022-12-31	$675,979	1,275	-65.0%	Shares	Sole	2023-02-13
2022-09-30	$1,838,850	3,641	-50.4%	Shares	Sole	2022-11-02
2022-06-30	$3,771,585	7,343	+193.7%	Shares	Sole	2022-08-02
2022-03-31	$1,274,925	2,500	-72.8%	Shares	Sole	2022-05-11
2021-12-31	$4,619,688	9,200	+24.4%	Shares	Sole	2022-01-18
2021-09-30	$2,888,740	7,393	-1.3%	Shares	Sole	2021-10-20
2021-06-30	$2,998,494	7,488	+78.3%	Shares	Sole	2021-07-19
2021-03-31	$1,562,694	4,200	-28.8%	Shares	Sole	2021-04-14
2020-12-31	$3,506	10	—	Put	Sole	2021-02-25
2020-12-31	$2,069,012	5,900	+490.0%	Shares	Sole	2021-02-25
2020-09-30	$311,770	1,000	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.