Summit Financial Strategies, Inc. Unitedhealth Group Inc Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,754 shares of UNH stock, worth $457,916. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,754
Previous 1,417
23.78%
Holding current value
$457,916
Previous $742,000
26.28%
% of portfolio
0.05%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding UNH
# of Institutions
3,864Shares Held
783MCall Options Held
9.66MPut Options Held
8.19M-
Vanguard Group Inc Valley Forge, PA90.7MShares$23.7 Billion0.89% of portfolio
-
Black Rock Inc. New York, NY73.4MShares$19.2 Billion0.86% of portfolio
-
State Street Corp Boston, MA45.3MShares$11.8 Billion1.0% of portfolio
-
Jpmorgan Chase & CO New York, NY26.3MShares$6.86 Billion1.08% of portfolio
-
Wellington Management Group LLP Boston, MA25.8MShares$6.75 Billion2.69% of portfolio
About UNITEDHEALTH GROUP INC
- Ticker UNH
- Exchange NYSE
- Sector Healthcare
- Industry Healthcare Plans
- Shares Outstandng 935,382,976
- Market Cap $244B
- Description
- UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...