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Showing 9 of 31 quarters

Position history for Wealth Enhancement Advisory Services, LLCWealth Enhancement Advisory Services, LLC's holdings in UnitedHealth Group Incorporated

Yes. Wealth Enhancement Advisory Services holds 428,641 shares of UNH (UnitedHealth Group), worth $149.8M, as of its Q3 2026 13F filing. It increased the position by 213,852 shares (+99.6%) from Q2 2026. Wealth Enhancement Advisory Services has held UNH since Q3 2019, across 29 quarterly 13F filings. UNH is 0.2% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$149.8M

Current Shares

428,641

Total Value Change

-$74.2M

Total Shares Change

+45,625

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
428,641
+99.6%
$149.8M0.2%$367.08
58
2026-Q2
Increased
214,789
+6.9%
$83.6M0.1%$413.09
38
2026-Q1
Decreased
200,899
-19.6%
$51.4M0.1%$267.41
0
2025-Q4
Decreased
249,920
-40.6%
$87.4M0.1%$323.71
0
2025-Q3
Increased
420,563
+0.6%
$152.9M0.2%$336.34
36
2025-Q2
Decreased
418,007
-18.3%
$129M0.2%$301.97
0
2025-Q1
Decreased
511,669
-12.6%
$268M0.5%$503.39
0
2024-Q4
Increased
585,311
+52.8%
$296.1M0.6%$484.13
61
2024-Q3
Decreased
383,016
-5.7%
$223.9M0.5%$557.43
0

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