Wealthspire Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1646247 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,500,037

+$3,114,686 QoQ

Shares Held

15,639

+25.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#879

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $9,832,915 across 5 Healthcare Plans names. UNH ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	15,639	$6,500,037
2	CVS	CVS HEALTH Corp	19,016	$1,967,205
3	CI	Cigna Group	2,158	$594,917
4	ELV	Elevance Health, Inc.	1,470	$568,493
5	OSCR	Oscar Health, Inc.	7,092	$202,263

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,500,037	15,639	+25.0%	Shares	Sole	2026-08-11
2026-03-31	$3,385,351	12,511	-28.1%	Shares	Sole	2026-05-01
2025-12-31	$5,743,253	17,398	+49.7%	Shares	Sole	2026-02-13
2025-09-30	$4,012,731	11,621	-11.2%	Shares	Sole	2025-11-14
2025-06-30	$4,084,623	13,093	-7.2%	Shares	Sole	2025-08-11
2025-03-31	$7,388,541	14,107	+0.9%	Shares	Sole	2025-05-09
2024-12-31	$7,070,405	13,977	+4.6%	Shares	Sole	2025-02-04
2024-09-30	$7,813,078	13,363	+14.2%	Shares	Sole	2024-11-13
2024-06-30	$5,957,832	11,699	-4.3%	Shares	Sole	2024-08-08
2024-03-31	$6,050,181	12,230	-2.3%	Shares	Sole	2024-05-06
2023-12-31	$6,588,772	12,515	+1.8%	Shares	Sole	2024-02-07
2023-09-30	$6,198,007	12,293	+8.5%	Shares	Sole	2023-11-06
2023-06-30	$5,446,131	11,331	-1.2%	Shares	Sole	2023-08-01
2023-03-31	$5,418,244	11,465	-24.8%	Shares	Sole	2023-05-09
2022-12-31	$8,079,943	15,240	+45.1%	Shares	Sole	2023-02-14
2022-09-30	$5,302,920	10,500	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$5,362,810	10,441	+34.6%	Shares	Sole	2022-08-09
2022-03-31	$3,956,857	7,759	-36.8%	Shares	Sole	2022-05-09
2021-12-31	$6,169,292	12,286	-6.3%	Shares	Sole	2022-02-14
2021-09-30	$5,124,164	13,114	+48.6%	Shares	Sole	2021-11-15
2021-06-30	$3,534,283	8,826	-62.8%	Shares	Sole	2021-08-13
2021-03-31	$8,818,431	23,701	+7.3%	Shares	Sole	2021-05-17
2020-12-31	$7,747,222	22,092	+105.2%	Shares	Sole	2021-02-16
2020-09-30	$3,356,204	10,765	+91.1%	Shares	Sole	2020-11-16
2020-06-30	$1,661,453	5,633	-75.7%	Shares	Sole	2020-08-14
2020-03-31	$5,780,379	23,179	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.