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.
π WP Advisors, LLC underperformed the S&P 500 by β9.8% annually on this UNH position. Timing score: 64% (14/22 decisions correct). Average cost basis: $317.81. Maximum drawdown during holding period: β45.8%.
β Significantly underperformed the S&P 500 by 9.8% ann.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 22 add/trim decisions correct
Best entry: $267.70 (2020 Q2) Β· Worst: $509.39 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 7 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π WP Advisors, LLC has been actively increasing its UNH allocation β a bullish signal from insiders.
Currently 1.99% 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