WOLFF WIESE MAGANA LLC

Position in UNH — Unitedhealth Group Inc

CIK 1832097 CARSLBAD, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$128,845

+$47,398 QoQ

Shares Held

310

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,107

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WOLFF WIESE MAGANA LLC holds $208,692 across 5 Healthcare Plans names. UNH ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	310	$128,845
2	CVS	CVS HEALTH Corp	651	$67,345
3	ELV	Elevance Health, Inc.	15	$5,800
4	CI	Cigna Group	15	$4,135
5	CNC	Centene Corp	40	$2,567

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$128,845	310	+3.0%	Shares	Sole	2026-07-13
2026-03-31	$81,447	301	+2.0%	Shares	Sole	2026-04-13
2025-12-31	$97,382	295	-5.4%	Shares	Sole	2026-01-14
2025-09-30	$107,733	312	-2.5%	Shares	Sole	2025-10-28
2025-06-30	$99,830	320	-81.8%	Shares	Sole	2025-07-17
2025-03-31	$922,323	1,761	+315.3%	Shares	Sole	2025-04-22
2024-12-31	$214,484	424	-2.5%	Shares	Sole	2025-01-14
2024-09-30	$254,335	435	+16.3%	Shares	Sole	2024-10-16
2024-06-30	$190,463	374	+1.9%	Shares	Sole	2024-07-12
2024-03-31	$181,554	367	-0.3%	Shares	Sole	2024-04-18
2023-12-31	$193,740	368	0.0%	Shares	Sole	2024-01-16
2023-09-30	$185,541	368	-1.9%	Shares	Sole	2023-10-31
2023-06-30	$180,240	375	-0.5%	Shares	Sole	2023-08-01
2023-03-31	$178,166	377	+0.3%	Shares	Sole	2023-04-18
2022-12-31	$199,347	376	-69.8%	Shares	Sole	2023-02-09
2022-09-30	$627,764	1,243	-5.0%	Shares	Sole	2022-10-26
2022-06-30	$671,827	1,308	-3.7%	Shares	Sole	2022-07-15
2022-03-31	$692,539	1,358	-2.3%	Shares	Defined	2022-05-09
2021-12-31	$697,974	1,390	-9.4%	Shares	Defined	2022-01-18
2021-09-30	$599,394	1,534	-0.4%	Shares	Defined	2021-11-01
2021-06-30	$616,677	1,540	+2.2%	Shares	Defined	2021-07-15
2021-03-31	$560,708	1,507	-1.2%	Shares	Defined	2021-04-15
2020-12-31	$535,137	1,526	—	Shares	Defined	2021-01-27
No filing history on record for this holder in this stock.