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

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

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

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

Is Wealthspire Advisors, LLC buying or selling UNH?

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

When did Wealthspire Advisors, LLC first buy UNH?

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in UNH in 2019-Q3. They have held the position across 28 quarters.

Back to WA Wealthspire Advisors, LLC

UNH
28 quarters

Position history for WAWealthspire Advisors, LLC's holdings in UNITEDHEALTH GROUP INC

Current Value

$6.5M

Current Shares

15,639

Total Value Change

+$5.9M

Total Shares Change

+13,017

Quarter-by-Quarter History

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
2024-Q2	Decreased	11,699	-4.3%	$6M	0.1%	$493.37	0
2024-Q1	Decreased	12,230	-2.3%	$6.1M	0.1%	$477.24	0
2023-Q4	Increased	12,515	+1.8%	$6.6M	0.1%	$505.90	28
2023-Q3	Increased	12,293	+8.5%	$6.2M	0.1%	$482.84	35
2023-Q2	Decreased	11,331	-1.2%	$5.4M	0.1%	$454.49	0
2023-Q1	Decreased	11,465	-24.8%	$5.4M	0.1%	$446.58	0
2022-Q4	Increased	15,240	+45.1%	$8.1M	0.1%	$501.90	45
2022-Q3	Increased	10,500	+0.6%	$5.3M	0.1%	$480.21	32
2022-Q2	Increased	10,441	+34.6%	$5.4M	0.1%	$485.18	42
2022-Q1	Decreased	7,759	-36.9%	$4M	0.1%	$488.25	0
2021-Q4	Decreased	12,286	-6.3%	$6.2M	0.1%	$471.49	0
2021-Q3	Increased	13,114	+48.6%	$5.1M	0.1%	$373.05	44
2021-Q2	Decreased	8,826	-62.8%	$3.5M	0.1%	$369.60	0
2021-Q1	Increased	23,701	+7.3%	$8.8M	0.2%	$345.55	35
2020-Q4	Increased	22,092	+105.2%	$7.7M	0.2%	$317.99	53
2020-Q3	Increased	10,765	+91.1%	$3.4M	0.2%	$279.34	50
2020-Q2	Decreased	5,633	-75.7%	$1.7M	0.1%	$265.03	0
2020-Q1	Increased	23,179	+615.8%	$5.8M	0.2%	$228.85	52
2019-Q4	Increased	3,238	+23.5%	$952,000	0.1%	$266.47	30
2019-Q3	New	2,622	-	$570,000	0.0%	$194.45	34

Other major holders of UNH: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

UNH28 quarters

UNH
28 quarters