Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$584,375
+$203,655 QoQ
Shares Held
1,406
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,200
of 3,349 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $797,171 across 2 Healthcare Plans names. UNH ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,406 | $584,375 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,057 | $212,796 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,375 | 1,406 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $380,720 | 1,407 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $489,223 | 1,482 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $599,786 | 1,737 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $547,195 | 1,754 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $742,153 | 1,417 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $690,498 | 1,365 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $798,088 | 1,365 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $714,491 | 1,403 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $717,315 | 1,450 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $410,646 | 780 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $409,906 | 813 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $373,457 | 777 | Shares | Sole | 2023-07-21 | |
| 2021-12-31 | $223,954 | 446 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||