Weinberger Asset Management, Inc

Position in UNH — Unitedhealth Group Inc

CIK 2051705 LOS ANGELES, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$744,393

+$242,449 QoQ

Shares Held

1,791

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#2,033

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

Weinberger Asset Management, Inc holds $1,191,452 across 2 Healthcare Plans names. UNH ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,791	$744,393
2	ELV	Elevance Health, Inc.	1,156	$447,059

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,393	1,791	-3.5%	Shares	Sole	2026-08-05
2026-03-31	$501,944	1,855	-0.7%	Shares	Sole	2026-05-08
2025-12-31	$616,645	1,868	-12.3%	Shares	Sole	2026-02-09
2025-09-30	$735,834	2,131	+3.2%	Shares	Sole	2025-10-15
2025-06-30	$643,906	2,064	-6.1%	Shares	Sole	2025-07-10
2025-03-31	$1,150,678	2,197	-1.0%	Shares	Sole	2025-04-08
2024-12-31	$1,123,009	2,220	-0.7%	Shares	Sole	2025-02-04
2024-09-30	$1,307,344	2,236	+0.9%	Shares	Sole	2025-02-04
2024-06-30	$1,128,010	2,215	+0.3%	Shares	Sole	2025-02-04
2024-03-31	$1,092,297	2,208	-7.0%	Shares	Sole	2025-02-04
2023-12-31	$1,249,313	2,373	+0.7%	Shares	Sole	2025-02-04
2023-09-30	$1,187,871	2,356	-2.2%	Shares	Sole	2025-02-04
2023-06-30	$1,157,381	2,408	-0.4%	Shares	Sole	2025-02-04
2023-03-31	$1,142,250	2,417	+0.2%	Shares	Sole	2025-02-04
2022-12-31	$1,279,324	2,413	+0.4%	Shares	Sole	2025-02-04
2022-09-30	$1,213,611	2,403	+0.3%	Shares	Sole	2025-02-04
2022-06-30	$1,230,657	2,396	+0.3%	Shares	Sole	2025-02-04
2022-03-31	$1,217,808	2,388	+1.0%	Shares	Sole	2025-02-04
2021-12-31	$1,187,561	2,365	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.