Wealthquest Corp

Position in UNH — Unitedhealth Group Inc

CIK 1632968 CINCINNATI, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$423,526

+$248,455 QoQ

Shares Held

1,019

+57.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,432

of 3,349 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealthquest Corp holds $1,131,642 across 3 Healthcare Plans names. UNH ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,019	$423,526
2	ELV	Elevance Health, Inc.	1,070	$413,801
3	CVS	CVS HEALTH Corp	2,845	$294,315

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,526	1,019	+57.5%	Shares	Sole	2026-07-23
2026-03-31	$175,071	647	0.0%	Shares	Sole	2026-05-07
2025-12-31	$213,581	647	+43.8%	Shares	Sole	2026-02-09
2025-03-31	$235,687	450	-4.3%	Shares	Sole	2025-05-08
2024-12-31	$237,754	470	+7.8%	Shares	Sole	2025-01-16
2024-09-30	$254,920	436	-1.8%	Shares	Sole	2024-11-21
2024-06-30	$226,111	444	+4.7%	Shares	Sole	2024-08-26
2024-03-31	$209,752	424	0.0%	Shares	Sole	2024-05-09
2023-12-31	$223,223	424	-3.6%	Shares	Sole	2024-02-16
2023-09-30	$221,843	440	+3.8%	Shares	Sole	2023-11-15
2023-06-30	$203,791	424	0.0%	Shares	Sole	2023-08-14
2023-03-31	$200,378	424	-6.6%	Shares	Sole	2023-05-04
2022-12-31	$240,701	454	-3.4%	Shares	Sole	2023-02-10
2022-09-30	$237,368	470	+4.4%	Shares	Sole	2022-11-08
2022-06-30	$231,133	450	+6.9%	Shares	Sole	2022-08-12
2022-03-31	$214,697	421	0.0%	Shares	Sole	2022-08-18
2021-12-31	$211,400	421	-20.3%	Shares	Sole	2022-02-14
2021-06-30	$211,432	528	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.