Back to UNH
Summit Financial Wealth Advisors, LLC → UNH
Summit Financial Wealth Advisors, LLC UNH Position History
UnitedHealth Group Incorporated • Insurance
Quarters held
4
Latest value
$14.9M
Q3 2026
Peak value
$17.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $8.1M |
| Q2 2026 | $17.3M |
| Q3 2026 | $14.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.9M | 40.6K | — | — |
| Q2 2026 | $17.3M | 41.7K | — | — |
| Q1 2026 | $8.1M | 29.9K | — | — |
| Q4 2025 | $1.6M | 4.7K | — | — |
Other funds holding UNH
$45.3B
$28.2B
$27.2B
$26.6B
$23.7B
$23.1B