UNH β€” Unitedhealth Group, Inc.

Ownership history in WP Advisors, LLC  Β·  23 quarters on record

This page tracks every 13F SEC filing in which WP Advisors, 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
2.07% (2025 Q3)
πŸ“Š Avg. % of fund
0.96%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
23

Position Intelligence

WP Advisors, LLC Γ— UNH AI Analytics

πŸ“‰ WP Advisors, LLC underperformed the S&P 500 by –9.8% annually on this UNH position. Timing score: 64% (14/22 decisions correct). Average cost basis: $317.81. Maximum drawdown during holding period: –45.8%.

πŸ“ˆ Position Alpha vs SPY
-9.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.8% ann.
22 quarters analyzed

⏱️ Timing Score
64%

βœ… Decent timing β€” more right than wrong on entries and exits.
14 of 22 add/trim decisions correct

πŸ’° Entry Quality
$317.81
+3.1% vs current ($327.56)

Best entry: $267.70 (2020 Q2)  Β·  Worst: $509.39 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–45.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
70%
buy-side decisions

16 adds Β· 7 trims. Bought during 6 of 7 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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

πŸ“ˆ WP Advisors, LLC has been actively increasing its UNH allocation β€” a bullish signal from insiders.
Currently 1.99% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,233 +664 +2.8% 1.99% $8.0M $327.56
2025 Q3 ADDED 23,569 +5,266 +28.8% 2.07% $8.1M $340.35
2025 Q2 ADDED 18,303 +13,208 +259.2% 1.57% $5.7M $305.57
2025 Q1 ADDED 5,095 +438 +9.4% 0.89% $2.7M $509.39
2024 Q4 ADDED 4,657 +29 +0.6% 0.78% $2.4M $489.89
2024 Q3 REDUCED 4,628 -255 -5.2% 0.99% $2.7M $564.06
2024 Q2 ADDED 4,883 +25 +0.5% 0.79% $2.5M $489.57
2024 Q1 ADDED 4,858 +263 +5.7% 0.79% $2.4M $473.56
2023 Q4 ADDED 4,595 +47 +1.0% 0.90% $2.4M $501.99
2023 Q3 ADDED 4,548 +47 +1.0% 0.95% $2.3M $479.11
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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