UNH — UNITEDHEALTH GROUP INC

Ownership history in WT Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.74% (2025 Q3)
Avg. % of fund
0.62%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,448 -358 -4.6% 0.74% $2.6M $340.35
2025 Q2 ADDED 7,806 +5,212 +200.9% 0.72% $2.4M $305.57
2023 Q3 ADDED 2,594 +154 +6.3% 0.56% $1.3M $479.11
2023 Q2 REDUCED 2,440 -70 -2.8% 0.49% $1.2M $454.96
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)

Other funds also holding UNH

As of 2025 Q4 — 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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