WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1632972
PLYMOUTH, MN
Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$89,272,752
+$34,911,492 QoQ
Shares Held
214,789
+6.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#56
of 1,849 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$166,252
CallShares
400
PutValue
$415,630
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $252,694,651 across 11 Healthcare Plans names. UNH ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
214,789 | $89,272,752 | |
| 2 | CI |
Cigna Group
|
176,905 | $48,769,170 | |
| 3 | CVS |
CVS HEALTH Corp
|
428,345 | $44,312,290 | |
| 4 | CNC |
Centene Corp
|
618,349 | $39,691,822 | |
| 5 | ELV |
Elevance Health, Inc.
|
34,065 | $13,173,957 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
52,673 | $12,046,315 | |
| 7 | HUM |
Humana Inc
|
7,907 | $3,140,818 | |
| 8 | PGNY |
Progyny, Inc.
|
34,126 | $983,852 |
All Filings in UNH
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,630 | 1,000 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $89,272,752 | 214,789 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $166,252 | 400 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $54,361,260 | 200,899 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $82,501,091 | 249,920 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $145,220,403 | 420,563 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $130,405,643 | 418,007 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $267,986,638 | 511,669 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $296,085,422 | 585,311 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $223,941,794 | 383,016 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $14,625 | 1,000 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $206,758,032 | 405,997 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $9,450 | 500 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $10,315 | 500 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $200,181,839 | 404,653 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $203,394,840 | 386,337 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $75 | 300 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $17,175 | 1,000 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $182,459,806 | 361,887 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,650,469 | 59,609 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $28,187,157 | 59,644 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,417,265 | 25,307 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $337,871 | 669 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $352,350 | 686 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $864,399 | 1,695 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,078,596 | 2,148 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $760,770 | 1,947 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,151,564 | 5,373 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,547,563 | 6,847 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,690,066 | 7,671 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,779,899 | 12,124 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,217,314 | 10,908 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $479,058 | 1,921 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||