Summit Global Investments

Position in UNH — Unitedhealth Group Inc

CIK 1697953 BOUNTIFUL, UT

Position in UNH

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

Position Value

$2,226,114

+$461,868 QoQ

Shares Held

5,356

-17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,352

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Healthcare · as of Jun 30, 2026

Summit Global Investments holds $3,105,023 across 3 Healthcare Plans names. UNH ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,356	$2,226,114
2	CNC	Centene Corp	8,129	$521,800
3	CVS	CVS HEALTH Corp	3,452	$357,109

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,226,114	5,356	-17.9%	Shares	Sole	2026-08-03
2026-03-31	$1,764,246	6,520	-2.4%	Shares	Sole	2026-05-07
2025-12-31	$2,204,804	6,679	+13.8%	Shares	Sole	2026-02-18
2025-09-30	$2,027,256	5,871	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$1,867,452	5,986	-7.5%	Shares	Sole	2025-08-12
2025-03-31	$3,390,757	6,474	+63.2%	Shares	Sole	2025-04-07
2024-12-31	$2,007,252	3,968	-23.3%	Shares	Sole	2025-02-11
2024-09-30	$3,025,719	5,175	-69.8%	Shares	Sole	2024-10-31
2024-06-30	$8,718,531	17,120	+53.4%	Shares	Sole	2024-07-22
2024-03-31	$5,522,336	11,163	+34.8%	Shares	Sole	2024-04-29
2023-12-31	$4,360,751	8,283	-67.9%	Shares	Sole	2024-02-06
2023-09-30	$13,008,606	25,801	-35.5%	Shares	Sole	2023-10-16
2023-06-30	$19,217,909	39,984	+3212.7%	Shares	Sole	2023-07-19
2023-03-31	$570,416	1,207	+36.4%	Shares	Sole	2023-05-04
2022-12-31	$469,209	885	+0.1%	Shares	Sole	2023-01-31
2022-09-30	$446,455	884	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$452,508	881	-4.6%	Shares	Sole	2022-08-23
2022-03-31	$470,702	923	+1.4%	Shares	Sole	2022-04-29
2021-12-31	$456,947	910	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$350,493	897	+45.1%	Shares	Sole	2021-11-08
2021-06-30	$247,471	618	-7.8%	Shares	Sole	2022-01-28
2021-03-31	$249,286	670	+7.4%	Shares	Sole	2022-01-27
2020-12-31	$218,824	624	-97.1%	Shares	Sole	2021-02-11
2020-09-30	$6,775,697	21,733	-2.6%	Shares	Sole	2020-11-16
2020-06-30	$6,580,924	22,312	-11.0%	Shares	Sole	2020-08-11
2020-03-31	$6,255,198	25,083	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.