UNH β€” UNITEDHEALTH GROUP INC

Ownership history in Wealth Quarterback LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Wealth Quarterback 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.

πŸ” Peak position
0.2% (2025 Q2)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

Wealth Quarterback LLC Γ— UNH AI Analytics

πŸ“‰ Wealth Quarterback LLC underperformed the S&P 500 by –72.3% annually on this UNH position. Timing score: 75% (3/4 decisions correct). Average cost basis: $302.98. Maximum drawdown during holding period: –17.2%.

πŸ“ˆ Position Alpha vs SPY
-72.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 72.3% ann.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$302.98
+12.3% vs current ($340.35)

Best entry: $225.37 (2020 Q1)  Β·  Worst: $361.23 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–17.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Wealth Quarterback LLC has been actively increasing its UNH allocation β€” a bullish signal from insiders.
Currently 0.18% of portfolio

⚠ 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.

% of Fund (quarterly)    UNH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,358 -26 -1.9% 0.18% $469K $340.35
2025 Q2 ADDED 1,384 +1,358 +5223.1% 0.20% $432K $305.57
2021 Q3 ADDED 26 +1 +4.0% 0.01% $10K $361.23
2021 Q2 REDUCED 25 -21 -45.7% 0.01% $11K $368.90
2020 Q1 INITIATED 46 β€” β€” 0.01% $12K $225.37

🏒 Other funds also holding UNH

As of 2025 Q4 β€” sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 22.69% OBERNDORF WILLIAM E 3Y 7Y 14.86% BAYBAN 11.86% Solel Partners LP 3Y 11.03% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.69% Michelson Medical Research Foundation, Inc. 3Y 9.93% MARSHFIELD ASSOCIATES 3Y 7Y 9.6% Seilern Investment Management Ltd 9.11% Rovida Advisors Inc. 3Y 7Y 8.93%
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