ANGELES WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1929170 SANTA MONICA, CA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,717,383

+$867,190 QoQ

Shares Held

4,132

+31.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,487

of 3,349 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Sep 30, 2025

CallValue

$34,530

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $2,737,674 across 3 Healthcare Plans names. UNH ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,132	$1,717,383
2	CI	Cigna Group	2,409	$664,113
3	CVS	CVS HEALTH Corp	3,443	$356,178

All Filings in UNH

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,717,383	4,132	+31.5%	Shares	Sole	2026-07-28
2026-03-31	$850,193	3,142	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$1,047,108	3,172	+18.8%	Shares	Sole	2026-02-17
2025-09-30	$34,530	100	0.0%	Call	Sole	2025-11-12
2025-09-30	$921,951	2,670	+146.5%	Shares	Sole	2025-11-12
2025-06-30	$337,863	1,083	-57.1%	Shares	Sole	2025-07-29
2025-06-30	$31,197	100	—	Call	Sole	2025-07-29
2025-03-31	$1,320,897	2,522	-4.7%	Shares	Sole	2025-05-07
2024-12-31	$1,339,011	2,647	-2.4%	Shares	Sole	2025-01-28
2024-09-30	$1,585,067	2,711	+4.0%	Shares	Sole	2024-10-29
2024-06-30	$1,327,131	2,606	+19.5%	Shares	Sole	2024-08-07
2024-03-31	$1,078,446	2,180	+32.7%	Shares	Sole	2024-05-08
2023-12-31	$864,990	1,643	+13.5%	Shares	Sole	2024-02-13
2023-09-30	$730,067	1,448	-19.1%	Shares	Sole	2023-10-27
2023-06-30	$859,864	1,789	-12.9%	Shares	Sole	2023-08-10
2023-03-31	$971,172	2,055	-55.6%	Shares	Sole	2023-05-11
2022-12-31	$2,453,673	4,628	-2.6%	Shares	Sole	2023-02-14
2022-09-30	$2,398,940	4,750	+6.3%	Shares	Sole	2022-11-03
2022-06-30	$2,295,412	4,469	+19.1%	Shares	Sole	2022-08-04
2022-03-31	$1,912,897	3,751	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.