A detailed history of Lifelong Wealth Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 669 shares of UNH stock, worth $214,427. This represents 0.07% of its overall portfolio holdings.

Number of Shares
669
Previous 657 1.83%
Holding current value
$214,427
Previous $205 Million 12.71%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$237.77 - $353.61 $2,853 - $4,243
12 Added 1.83%
669 $231 Million
Q2 2025

Jul 09, 2025

BUY
$274.35 - $599.47 $24,142 - $52,753
88 Added 15.47%
657 $205 Million
Q1 2025

Apr 23, 2025

SELL
$461.52 - $548.18 $26,768 - $31,794
-58 Reduced 9.25%
569 $298 Million
Q4 2024

Feb 13, 2025

BUY
$485.52 - $625.25 $304,421 - $392,031
627 New
627 $317 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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