WEALTH EFFECTS LLC

Position in UNH — Unitedhealth Group Inc

CIK 1907254 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,038,665

+$694,645 QoQ

Shares Held

4,905

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,393

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $2,702,503 across 2 Healthcare Plans names. UNH ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	4,905	$2,038,665
2	CVS	CVS HEALTH Corp	6,417	$663,838

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,038,665	4,905	-1.2%	Shares	Sole	2026-08-06
2026-03-31	$1,344,020	4,967	-1.4%	Shares	Sole	2026-04-21
2025-12-31	$1,662,433	5,036	-4.6%	Shares	Sole	2026-01-26
2025-09-30	$1,822,148	5,277	+12.6%	Shares	Sole	2025-10-28
2025-06-30	$1,462,515	4,688	+14.4%	Shares	Sole	2025-07-15
2025-03-31	$2,145,803	4,097	-6.8%	Shares	Sole	2025-04-23
2024-12-31	$2,223,760	4,396	-0.7%	Shares	Sole	2025-01-22
2024-09-30	$2,587,793	4,426	-0.0%	Shares	Sole	2024-10-21
2024-06-30	$2,254,494	4,427	+25.6%	Shares	Sole	2024-08-02
2024-03-31	$1,744,312	3,526	+18.7%	Shares	Sole	2024-04-22
2023-12-31	$1,564,142	2,971	+1.8%	Shares	Sole	2024-01-29
2023-09-30	$1,471,226	2,918	-1.8%	Shares	Sole	2023-10-16
2023-06-30	$1,428,942	2,973	+0.0%	Shares	Sole	2023-07-18
2023-03-31	$1,404,537	2,972	-9.5%	Shares	Sole	2023-05-04
2022-12-31	$1,740,580	3,283	-8.4%	Shares	Sole	2023-02-02
2022-09-30	$1,809,558	3,583	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$1,862,936	3,627	+7.6%	Shares	Sole	2022-08-03
2022-03-31	$1,719,618	3,372	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,692,713	3,371	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.