SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / UNH

Wellington Wealth Strategies, LLC.’s Unitedhealth Group Inc Position

Does Wellington Wealth Strategies, LLC. own Unitedhealth Group Inc (UNH)? Yes — 3.6K shares worth $2M (+1.76% of its 13F portfolio) as of Q4 2024, down from 4.0K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
3.6K
% of Portfolio
+1.76%
Quarters Held
4
currently held

Position History UNH

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ1 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20243.6K$2M+1.76%
Q3 20244.0K$2M+1.72%
Q1 20243.1K$2M+0.70%
Q4 20234.4K$2M+1.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of UNH.