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Wolf Group Capital Advisors

SEC CIK
0001579111
Latest filing
Apr 18, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Wolf Group Capital Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q1 2025 holdings

Shares (Q1 2025)
763
Value
$399.6K
% of portfolio
0.1%
Quarters held
15
Since Q3 2021
Holdings of UNH by Wolf Group Capital Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025763$399.6K0.1%−2,071−73.1%ReducedHolders
Q4 20242,834$1.36M0.7%00.0%UnchangedHolders
Q3 20242,834$1.36M0.7%+2,247+382.8%AddedHolders
Q2 2024587$298.9K0.1%−2,247−79.3%ReducedHolders
Q1 20242,834$1.36M0.6%00.0%UnchangedHolders
Q4 20232,834$1.36M0.6%−14−0.5%ReducedHolders
Q3 20232,848$1.44M0.7%+22+0.8%AddedHolders
Q2 20232,826$1.39M0.7%−51−1.8%ReducedHolders
Q1 20232,877$1.36M0.7%−334−10.4%ReducedHolders
Q4 20223,211$1.70M0.8%−290−8.3%ReducedHolders
Q3 20223,501$1.77M1.0%−17−0.5%ReducedHolders
Q2 20223,518$1.81M0.9%−591−14.4%ReducedHolders
Q1 20224,109$2.10M1.1%−8,488−67.4%ReducedHolders
Q4 202112,597$6.33M1.0%+8,436+202.7%AddedHolders
Q3 20214,161$1.63M0.9%+4,161NewHolders