SUMMIT WEALTH GROUP LLC / CO
Position in UNH — Unitedhealth Group Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$781,800
+$297,715 QoQ
Shares Held
1,881
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,004
of 3,349 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,163,427 across 2 Healthcare Plans names. UNH ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,881 | $781,800 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,689 | $381,627 |
All Filings in UNH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,800 | 1,881 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $484,085 | 1,789 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $425,511 | 1,289 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,204,049 | 6,383 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $399,321 | 1,280 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||