Wealthcare Advisory Partners LLC

Position in UNH — Unitedhealth Group Inc

CIK 1683059 WEST CHESTER, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,565,689

+$1,241,051 QoQ

Shares Held

8,579

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,124

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

Wealthcare Advisory Partners LLC holds $6,113,809 across 5 Healthcare Plans names. UNH ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,579	$3,565,689
2	ELV	Elevance Health, Inc.	2,561	$990,415
3	CVS	CVS HEALTH Corp	8,632	$892,980
4	CI	Cigna Group	1,505	$414,898
5	CNC	Centene Corp	3,892	$249,827

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,565,689	8,579	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$2,324,638	8,591	-3.5%	Shares	Sole	2026-04-14
2025-12-31	$2,938,309	8,901	-0.7%	Shares	Sole	2026-01-14
2025-09-30	$3,094,923	8,963	+5.0%	Shares	Sole	2025-11-07
2025-06-30	$2,662,663	8,535	+63.7%	Shares	Sole	2025-07-22
2025-03-31	$2,731,356	5,215	+1.6%	Shares	Sole	2025-04-15
2024-12-31	$2,596,579	5,133	-4.2%	Shares	Sole	2025-01-15
2024-09-30	$3,131,546	5,356	-8.4%	Shares	Sole	2024-11-04
2024-06-30	$2,977,643	5,847	+6.1%	Shares	Sole	2024-08-12
2024-03-31	$2,726,786	5,512	+6.3%	Shares	Sole	2024-04-15
2023-12-31	$2,730,273	5,186	+59.9%	Shares	Sole	2024-02-06
2023-09-30	$1,635,592	3,244	+1.7%	Shares	Sole	2023-10-12
2023-06-30	$1,532,760	3,189	-4.1%	Shares	Sole	2023-07-17
2023-03-31	$1,571,361	3,325	-15.6%	Shares	Sole	2023-05-04
2022-12-31	$2,088,379	3,939	+12.7%	Shares	Sole	2023-02-13
2022-09-30	$1,764,609	3,494	+41.1%	Shares	Sole	2022-11-14
2022-06-30	$1,271,747	2,476	+16.7%	Shares	Sole	2022-08-15
2022-03-31	$1,082,156	2,122	+6.8%	Shares	Sole	2022-04-15
2021-12-31	$997,250	1,986	+19.4%	Shares	Sole	2022-02-11
2021-09-30	$649,800	1,663	+14.6%	Shares	Sole	2021-11-15
2021-06-30	$581,038	1,451	-9.4%	Shares	Sole	2021-08-16
2021-03-31	$595,684	1,601	+60.3%	Shares	Sole	2021-04-30
2020-12-31	$350,329	999	+15.5%	Shares	Sole	2021-02-12
2020-09-30	$269,681	865	+0.1%	Shares	Sole	2020-10-29
2020-06-30	$254,836	864	+27.4%	Shares	Sole	2020-07-29
2020-03-31	$169,079	678	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.