WEALTH ALLIANCE, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1793904 MELLVILLE, NY

Position in UNH

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

Position Value

$1,866,178

+$1,033,573 QoQ

Shares Held

4,490

+45.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,445

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $3,596,278 across 4 Healthcare Plans names. UNH ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,490	$1,866,178
2	CVS	CVS HEALTH Corp	7,379	$763,357
3	ELV	Elevance Health, Inc.	1,474	$570,040
4	CI	Cigna Group	1,439	$396,703

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,866,178	4,490	+45.9%	Shares	Defined	2026-08-11
2026-03-31	$832,605	3,077	-2.1%	Shares	Defined	2026-05-14
2025-12-31	$1,037,865	3,144	-0.8%	Shares	Defined	2026-02-13
2025-09-30	$1,094,255	3,169	-21.9%	Shares	Defined	2025-11-07
2025-06-30	$1,265,974	4,058	-21.4%	Shares	Defined	2025-08-08
2025-03-31	$2,705,692	5,166	+0.2%	Shares	Defined	2025-05-05
2024-12-31	$2,609,225	5,158	-4.9%	Shares	Defined	2025-02-03
2024-09-30	$3,172,473	5,426	-2.2%	Shares	Defined	2024-11-04
2024-06-30	$2,825,374	5,548	+1.3%	Shares	Defined	2024-08-09
2024-03-31	$2,708,482	5,475	-1.5%	Shares	Defined	2024-05-10
2023-12-31	$2,925,067	5,556	-1.9%	Shares	Defined	2024-01-30
2023-09-30	$2,855,732	5,664	-2.0%	Shares	Defined	2023-11-09
2023-06-30	$2,778,579	5,781	-2.0%	Shares	Defined	2023-08-02
2023-03-31	$2,788,281	5,900	-8.6%	Shares	Defined	2023-05-11
2022-12-31	$3,422,841	6,456	-11.6%	Shares	Defined	2023-02-13
2022-09-30	$3,689,316	7,305	-2.7%	Shares	Defined	2022-11-14
2022-03-31	$3,827,834	7,506	+1.1%	Shares	Defined	2022-05-10
2021-12-31	$3,728,891	7,426	-0.7%	Shares	Defined	2022-02-14
2021-09-30	$2,921,171	7,476	+1.3%	Shares	Defined	2021-11-12
2021-06-30	$2,954,846	7,379	-1.7%	Shares	Defined	2021-08-16
2021-03-31	$2,793,128	7,507	-1.2%	Shares	Defined	2021-05-18
2020-12-31	$2,664,466	7,598	+3.1%	Shares	Defined	2021-02-11
2020-09-30	$2,298,056	7,371	+6.5%	Shares	Defined	2020-12-01
2020-06-30	$2,040,464	6,918	+9.1%	Shares	Defined	2020-08-14
2020-03-31	$1,581,318	6,341	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.