Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,345,827
+$2,228,701 QoQ
Shares Held
10,456
+149.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,037
of 3,349 holders
Holding Since
Jun 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WCG Wealth Advisors LLC holds $13,132,719 across 2 Healthcare Plans names. UNH ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
22,721 | $8,786,892 | |
| 2 | UNH |
Unitedhealth Group Inc
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|
10,456 | $4,345,827 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,345,827 | 10,456 | Shares | Sole | 2026-08-14 | |
| 2022-09-30 | $1,915,616 | 3,793 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $201,510 | 399 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $8,717,000 | 105,048 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||