A detailed history of Wealth Preservation Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 409 shares of UNH stock, worth $131,640. This represents 0.08% of its overall portfolio holdings.

Number of Shares
409
Previous 408 0.25%
Holding current value
$131,640
Previous $127 Million 10.96%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 14, 2025

BUY
$237.77 - $353.61 $237 - $353
1 Added 0.25%
409 $141 Million
Q2 2025

Aug 14, 2025

SELL
$274.35 - $599.47 $2,194 - $4,795
-8 Reduced 1.92%
408 $127 Million
Q1 2025

May 14, 2025

BUY
$461.52 - $548.18 $191,992 - $228,042
416 New
416 $218 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 $301B
  • 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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