UnitedHealth Group Incorporated
IT ˙ BIT ˙ US91324P1021
342,40 € ↑12,00 (3,63%)
2026-06-04
DEL PRIS
SecurityIT:1UNH / UnitedHealth Group Incorporated
InstitutionSummit Financial, LLC
Latest Disclosed Ownership26,290 shares
Latest Disclosed Value $ 7,113,838
Summit Financial, LLC reports 25.37% increase in ownership of 1UNH / UnitedHealth Group Incorporated

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 26,290 shares of UnitedHealth Group Incorporated (IT:1UNH) valued at $5,952,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 20,970 shares of UnitedHealth Group Incorporated. This represents a change in shares of 25.37% during the quarter. The current value of the position is $9,001,696 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNITEDHEALTH GROUP COM 91324P102 26,290 5,320 25.37 7,114 2.76 0.0906
2026-02-12 2025-12-31 13F UNITEDHEALTH GROUP COM 91324P102 20,970 2,183 11.62 6,922 6.71 0.1017
2025-11-14 2025-09-30 13F UNITEDHEALTH GROUP COM 91324P102 18,787 2,171 13.07 6,487 25.16 0.0990
2025-08-13 2025-06-30 13F UNITEDHEALTH GROUP Common stock 91324P102 16,616 -8,633 -34.19 5,184 -60.80 0.1172
2025-05-14 2025-03-31 13F UNITEDHEALTH GROUP Common stock 91324P102 25,249 520 2.10 13,224 5.71 0.3706
2025-02-12 2024-12-31 13F UNITEDHEALTH GROUP Common Stock 91324P102 24,729 1,201 5.10 12,509 -9.07 0.4385
2024-11-12 2024-09-30 13F UNITEDHEALTH GROUP Common Stock 91324P102 23,528 -1,016 -4.14 13,757 10.06 0.5389
2024-07-31 2024-06-30 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 24,544 6,837 38.61 12,499 42.70 0.5709
2024-04-24 2024-03-31 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 17,707 -2,654 -13.03 8,760 -18.29 0.5189
2024-02-06 2023-12-31 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 20,361 682 3.47 10,719 8.04 0.7005
2023-11-07 2023-09-30 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 19,679 2,013 11.39 9,922 16.84 0.7327
2023-08-11 2023-06-30 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 17,666 11,533 188.05 8,491 193.00 0.6189
2023-05-03 2023-03-31 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 6,133 204 3.44 2,898 -7.80 0.2532
2023-02-07 2022-12-31 13F UNITEDHEALTH GROUP NC COM Common Stock 91324P102 5,929 -1,868 -23.96 3,143 -20.17 0.2956
2022-11-15 2022-09-30 13F UNITEDHEALTH GROUPINCCOM Common Stock 91324P102 7,797 1,506 23.94 3,938 21.85 0.3730
2022-08-12 2022-06-30 13F UNITEDHEALTH GROUPINCCOM Common Stock 91324P102 6,291 -121 -1.89 3,231 -1.19 0.3028
2022-05-10 2022-03-31 13F UNITEDHEALTH GROUPINCCOM Common Stock 91324P102 6,412 613 10.57 3,270 12.29 0.2551
2022-02-07 2021-12-31 13F UNITEDHEALTH GROUPINCCOM Common Stock 91324P102 5,799 1,478 34.21 2,912 72.51 0.2220
2021-11-08 2021-09-30 13F UNITEDHEALTH GROUPINCCOM Common Stock 91324P102 4,321 2,067 91.70 1,688 87.14 0.1448
2021-08-06 2021-06-30 13F UNITEDHEALTH GROUPINCCOM Common Stock 91324P102 2,254 2,254 903 0.0894
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.