Center for Wealth Management Advisory
Position in UNH — Unitedhealth Group Inc
CIK 2121390
MILFORD, OH
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,431,435
+$730,777 QoQ
Shares Held
5,850
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#1,302
of 3,349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Center for Wealth Management Advisory holds $6,593,692 across 4 Healthcare Plans names. UNH ranks #1 (36.9% of the industry book) .
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,431,435 | 5,850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,700,658 | 6,285 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,058,565 | 6,236 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||