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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Summit Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
1,177
Value
$489.3K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of UNH by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,177$489.3K0.1%−170−12.6%ReducedHolders
Q1 20261,347$364.5K0.1%+1,347NewHolders
Q3 20250$00.0%−1,528−100.0%Sold outHolders
Q2 20251,528$476.8K0.1%+38+2.6%AddedHolders
Q1 20251,490$780.4K0.2%−194−11.5%ReducedHolders
Q4 20241,684$851.9K0.2%+209+14.2%AddedHolders
Q3 20241,475$862.4K0.2%00.0%UnchangedHolders
Q2 20241,475$751.2K0.2%−173−10.5%ReducedHolders
Q1 20241,648$815.3K0.2%−6−0.4%ReducedHolders
Q4 20231,654$870.8K0.2%−114−6.4%ReducedHolders
Q3 20231,768$891.4K0.2%00.0%UnchangedHolders
Q2 20231,768$849.8K0.2%−691−28.1%ReducedHolders
Q1 20232,459$1.16M0.3%00.0%UnchangedHolders
Q4 20222,459$1.30M0.3%+6+0.2%AddedHolders
Q3 20222,453$1.24M0.3%+195+8.6%AddedHolders
Q2 20222,258$1.16M0.3%00.0%UnchangedHolders
Q1 20222,258$1.15M0.3%00.0%UnchangedHolders
Q4 20212,258$1.13M0.2%00.0%UnchangedHolders
Q3 20212,258$882.3K0.2%+610+37.0%AddedHolders
Q2 20211,648$659.9K0.2%−15−0.9%ReducedHolders
Q1 20211,663$618.8K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.