Summit Financial, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1765536 PARSIPPANY, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,395,327

+$4,281,516 QoQ

Shares Held

27,417

+4.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#702

of 3,349 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial, LLC holds $20,306,549 across 5 Healthcare Plans names. UNH ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	27,417	$11,395,327
2	CVS	CVS HEALTH Corp	32,608	$3,373,297
3	CI	Cigna Group	10,011	$2,759,832
4	ELV	Elevance Health, Inc.	5,096	$1,970,776
5	CNC	Centene Corp	12,577	$807,317

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,395,327	27,417	+4.3%	Shares	Sole	2026-08-12
2026-03-31	$7,113,811	26,290	+25.4%	Shares	Sole	2026-05-15
2025-12-31	$6,922,406	20,970	+11.6%	Shares	Sole	2026-02-13
2025-09-30	$6,487,151	18,787	+13.1%	Shares	Sole	2025-11-14
2025-06-30	$5,183,693	16,616	-34.2%	Shares	Sole	2025-08-13
2025-03-31	$13,224,163	25,249	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$12,509,411	24,729	+5.1%	Shares	Sole	2025-02-12
2024-09-30	$13,756,351	23,528	-4.1%	Shares	Sole	2024-11-12
2024-06-30	$12,499,277	24,544	+38.6%	Shares	Sole	2024-07-31
2024-03-31	$8,759,652	17,707	-13.0%	Shares	Sole	2024-04-24
2023-12-31	$10,719,455	20,361	+3.5%	Shares	Sole	2024-02-06
2023-09-30	$9,921,955	19,679	+11.4%	Shares	Sole	2023-11-07
2023-06-30	$8,490,986	17,666	+188.0%	Shares	Sole	2023-08-11
2023-03-31	$2,898,394	6,133	+3.4%	Shares	Sole	2023-05-03
2022-12-31	$3,143,437	5,929	-24.0%	Shares	Sole	2023-02-07
2022-09-30	$3,937,796	7,797	+23.9%	Shares	Sole	2022-11-15
2022-06-30	$3,231,246	6,291	-1.9%	Shares	Sole	2022-08-12
2022-03-31	$3,269,927	6,412	+10.6%	Shares	Sole	2022-05-10
2021-12-31	$2,911,909	5,799	+34.2%	Shares	Sole	2022-02-07
2021-09-30	$1,688,387	4,321	+91.7%	Shares	Sole	2021-11-08
2021-06-30	$902,591	2,254	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.