Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,852,947
+$5,931,966 QoQ
Shares Held
33,330
+13.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#630
of 3,349 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Summit Trail Advisors, LLC holds $32,413,431 across 7 Healthcare Plans names. UNH ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
33,330 | $13,852,947 | |
| 2 | CVS |
CVS HEALTH Corp
|
50,980 | $5,273,881 | |
| 3 | CNC |
Centene Corp
|
59,915 | $3,845,943 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,519 | $3,294,552 | |
| 5 | CI |
Cigna Group
|
9,366 | $2,582,018 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
8,430 | $1,927,941 | |
| 7 | HUM |
Humana Inc
|
4,119 | $1,636,149 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,852,947 | 33,330 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,920,981 | 29,273 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,394,133 | 22,399 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,713,979 | 28,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,733,384 | 18,378 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,297,972 | 19,662 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,095,277 | 16,003 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,969,773 | 13,631 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,115,194 | 12,008 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,456,752 | 9,009 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,268,618 | 8,108 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,968,983 | 7,872 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,070,059 | 8,468 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,641,778 | 5,590 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,746,862 | 5,181 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,747,943 | 3,461 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,551,162 | 3,020 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $914,886 | 1,794 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $669,854 | 1,334 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $413,402 | 1,058 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $349,984 | 874 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $317,003 | 852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $334,198 | 953 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $686,829 | 2,203 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $329,754 | 1,118 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||