Summit Financial Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1632283 Lafayette, LA

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$17,320,133

+$9,227,869 QoQ

Shares Held

41,672

+39.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

5.87%

of 13F equity value

Holder Rank

#577

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $18,345,829 across 3 Healthcare Plans names. UNH ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	41,672	$17,320,133
2	CVS	CVS HEALTH Corp	7,815	$808,461
3	CI	Cigna Group	788	$217,235

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,320,133	41,672	+39.3%	Shares	Sole	2026-07-15
2026-03-31	$8,092,264	29,906	+536.8%	Shares	Sole	2026-05-26
2025-12-31	$1,550,196	4,696	+13.4%	Shares	Sole	2026-01-27
2025-09-30	$1,429,887	4,141	+8.4%	Shares	Sole	2025-10-03
2025-06-30	$1,191,725	3,820	+55.2%	Shares	Sole	2025-09-29
2025-03-31	$1,288,948	2,461	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,244,921	2,461	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$1,469,885	2,514	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$1,278,751	2,511	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,242,191	2,511	0.0%	Shares	Sole	2024-05-02
2023-12-31	$1,321,966	2,511	0.0%	Shares	Sole	2024-01-19
2023-09-30	$1,266,021	2,511	-9.6%	Shares	Sole	2023-11-13
2023-06-30	$1,334,737	2,777	+0.4%	Shares	Sole	2023-07-12
2023-03-31	$1,306,711	2,765	-0.9%	Shares	Sole	2023-04-10
2022-12-31	$1,479,202	2,790	0.0%	Shares	Sole	2023-01-17
2022-09-30	$1,409,061	2,790	-5.9%	Shares	Sole	2022-10-28
2022-06-30	$1,522,399	2,964	+6.7%	Shares	Sole	2022-07-26
2022-03-31	$1,416,186	2,777	+20.8%	Shares	Sole	2022-05-06
2021-12-31	$1,154,419	2,299	-17.0%	Shares	Sole	2022-01-12
2021-09-30	$1,081,959	2,769	-2.8%	Shares	Sole	2021-11-05
2021-06-30	$1,141,254	2,850	-5.4%	Shares	Sole	2021-08-09
2021-03-31	$1,121,418	3,014	-2.6%	Shares	Sole	2021-04-23
2020-12-31	$1,085,354	3,095	+6.0%	Shares	Sole	2021-01-11
2020-09-30	$910,056	2,919	-11.8%	Shares	Sole	2020-11-09
2020-06-30	$976,284	3,310	-1.3%	Shares	Sole	2020-07-16
2020-03-31	$836,669	3,355	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.