Ownership history in Trajan Wealth LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Trajan Wealth LLC reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Trajan Wealth LLC underperformed the S&P 500 by β34.6% annually on this UNH position. Timing score: 67% (4/6 decisions correct). Average cost basis: $363.61. Maximum drawdown during holding period: β45.8%.
β Significantly underperformed the S&P 500 by 34.6% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $305.57 (2025 Q2) Β· Worst: $509.39 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size