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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UNH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UNH Position History
UnitedHealth Group Incorporated • Insurance
Quarters held
16
Latest value
$185K
Q3 2026
Peak value
$152.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $152.9M |
| Q4 2025 | $87.4M |
| Q1 2026 | $51.4M |
| Q2 2026 | $83.6M |
| Q2 2026 | $39K |
| Q2 2026 | $39K |
| Q2 2026 | $39K |
| Q2 2026 | $39K |
| Q2 2026 | $195K |
| Q2 2026 | $195K |
| Q3 2026 | $149.8M |
| Q3 2026 | $185K |
| Q3 2026 | $37K |
| Q3 2026 | $37K |
| Q3 2026 | $37K |
| Q3 2026 | $185K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $185K | 500 | — | — |
| Q3 2026 | $37K | 100 | — | — |
| Q3 2026 | $37K | 100 | — | — |
| Q3 2026 | $37K | 100 | — | — |
| Q3 2026 | $185K | 500 | — | — |
| Q3 2026 | $149.8M | 428.6K | — | — |
| Q2 2026 | $195K | 500 | — | — |
| Q2 2026 | $195K | 500 | — | — |
| Q2 2026 | $39K | 100 | — | — |
| Q2 2026 | $39K | 100 | — | — |
| Q2 2026 | $39K | 100 | — | — |
| Q2 2026 | $39K | 100 | — | — |
| Q2 2026 | $83.6M | 214.8K | — | — |
| Q1 2026 | $51.4M | 200.9K | — | — |
| Q4 2025 | $87.4M | 249.9K | — | — |
| Q3 2025 | $152.9M | 420.6K | — | — |
Other funds holding UNH
$45.3B
$28.2B
$27.2B
$26.6B
$23.7B
$23.1B