Question 1

How many shares of UNH does Wealthspire Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Wealthspire Advisors, LLC holds 15,639 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is Wealthspire Advisors, LLC's UNH position worth?

Accepted Answer

As of 2026-Q2, Wealthspire Advisors, LLC's UNH position is worth $6.5M.

Question 3

Is Wealthspire Advisors, LLC buying or selling UNH?

Accepted Answer

In 2026-Q2, Wealthspire Advisors, LLC increased their UNH position (+25.0% change in shares).

Question 4

When did Wealthspire Advisors, LLC first buy UNH?

Accepted Answer

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in UNH in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	15,639	+25.0%	$6.5M	0.0%	$415.63	33
2026-Q1	Decreased	12,511	-28.1%	$3.4M	0.0%	$289.21	0
2025-Q4	Increased	17,398	+49.7%	$5.7M	0.0%	$332.16	37
2025-Q3	Decreased	11,621	-11.2%	$4M	0.0%	$342.87	0
2025-Q2	Decreased	13,093	-7.2%	$4.1M	0.0%	$305.12	0
2025-Q1	Increased	14,107	+0.9%	$7.4M	0.0%	$505.79	28
2024-Q4	Increased	13,977	+4.6%	$7.1M	0.1%	$495.60	29
2024-Q3	Increased	13,363	+14.2%	$7.8M	0.1%	$565.70	31