Wealth Management Associates, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2067339
Cherry Hill, NJ
Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$551,956
+$193,695 QoQ
Shares Held
1,328
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,243
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wealth Management Associates, Inc. holds $959,182 across 2 Healthcare Plans names. UNH ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,328 | $551,956 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,053 | $407,226 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,956 | 1,328 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $358,261 | 1,324 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $435,745 | 1,320 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $450,271 | 1,304 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $228,050 | 731 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $681,922 | 1,302 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $705,674 | 1,395 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $734,358 | 1,256 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $538,287 | 1,057 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $522,897 | 1,057 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $845,510 | 1,606 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $769,393 | 1,526 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $1,017,995 | 2,118 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $1,019,849 | 2,158 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $1,135,645 | 2,142 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $1,280,781 | 2,536 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $1,216,275 | 2,368 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $1,220,868 | 2,394 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $1,074,077 | 2,139 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $1,037,414 | 2,655 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $993,491 | 2,481 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $997,147 | 2,680 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $945,433 | 2,696 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $840,531 | 2,696 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $798,134 | 2,706 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $648,637 | 2,601 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||