Summit Place Financial Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1801413
SUMMIT, NJ
Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$366,585
+$127,925 QoQ
Shares Held
882
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,549
of 3,349 holders
Holding Since
Sep 2020
24 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 Place Financial Advisors, LLC holds $569,618 across 2 Healthcare Plans names. UNH ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
882 | $366,585 | |
| 2 | ELV |
Elevance Health, Inc.
|
525 | $203,033 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,585 | 882 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $238,660 | 882 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $291,157 | 882 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $321,819 | 932 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $290,756 | 932 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,901,051 | 5,539 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,611,249 | 5,162 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,872,532 | 4,913 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,248,892 | 4,416 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $700,000 | 1,415 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $718,105 | 1,364 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $737,125 | 1,462 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $702,695 | 1,462 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $669,660 | 1,417 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $766,110 | 1,445 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $636,350 | 1,260 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $647,173 | 1,260 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $642,562 | 1,260 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $632,696 | 1,260 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $492,332 | 1,260 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $504,554 | 1,260 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $468,808 | 1,260 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $468,157 | 1,335 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $444,272 | 1,425 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||