Golden State Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1776033 SANTA ANA, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$785,125

+$320,252 QoQ

Shares Held

1,889

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,000

of 3,349 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,109,199 across 5 Healthcare Plans names. UNH ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,889	$785,125
2	CVS	CVS HEALTH Corp	1,805	$186,727
3	CI	Cigna Group	250	$68,920
4	ELV	Elevance Health, Inc.	163	$63,036
5	CNC	Centene Corp	84	$5,391

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$785,125	1,889	+10.0%	Shares	Sole	2026-07-22
2026-03-31	$464,873	1,718	+7.6%	Shares	Sole	2026-04-28
2025-12-31	$527,185	1,597	+10.1%	Shares	Sole	2026-02-13
2025-09-30	$500,685	1,450	+61.6%	Shares	Sole	2025-11-03
2025-06-30	$279,837	897	-45.5%	Shares	Sole	2025-08-06
2025-03-31	$862,616	1,647	-3.9%	Shares	Sole	2025-04-24
2024-12-31	$867,044	1,714	-20.8%	Shares	Sole	2025-01-28
2022-03-31	$1,103,575	2,164	-49.9%	Shares	Sole	2022-05-19
2021-12-31	$2,168,742	4,319	+66.1%	Shares	Sole	2022-02-14
2021-09-30	$1,015,924	2,600	-3.0%	Shares	Sole	2021-11-15
2021-06-30	$1,073,579	2,681	-25.2%	Shares	Sole	2021-08-12
2021-03-31	$1,332,754	3,582	-41.2%	Shares	Sole	2021-05-14
2020-12-31	$2,138,095	6,097	+33.5%	Shares	Sole	2021-01-28
2020-09-30	$1,423,853	4,567	-23.0%	Shares	Sole	2020-11-12
2020-06-30	$1,749,938	5,933	+227.4%	Shares	Sole	2020-08-13
2020-03-31	$451,876	1,812	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.