PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in UNH — Unitedhealth Group Inc
CIK 2145782
WALTHAM, MA
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,769
+$6,287 QoQ
Shares Held
62
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,255
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $56,934 across 3 Healthcare Plans names. UNH ranks #1 (45.3% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,769 | 62 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,482 | 72 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $23,767 | 72 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $24,861 | 72 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $20,278 | 65 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $86,418 | 165 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $120,900 | 239 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $167,803 | 287 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $95,231 | 187 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $92,508 | 187 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $82,129 | 156 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $40,839 | 81 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $38,931 | 81 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $38,279 | 81 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $37,112 | 70 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||