Wealth Enhancement Trust Services, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2067696
SIOUX FALLS, SD
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$752,289
+$300,134 QoQ
Shares Held
1,810
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,028
of 3,349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $2,722,394 across 8 Healthcare Plans names. UNH ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
3,951 | $1,527,970 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,810 | $752,289 | |
| 3 | CI |
Cigna Group
|
770 | $212,273 | |
| 4 | CVS |
CVS HEALTH Corp
|
1,345 | $139,139 | |
| 5 | CNC |
Centene Corp
|
762 | $48,912 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
173 | $39,565 | |
| 7 | PGNY |
Progyny, Inc.
|
73 | $2,104 | |
| 8 | OSCR |
Oscar Health, Inc.
|
5 | $142 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,289 | 1,810 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $452,155 | 1,671 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $473,376 | 1,434 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||