WWA
UNH icon

Wingate Wealth Advisors’s UnitedHealth UNH Stock Holding History

Wingate Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-157
Closed -$79.4K – 418
2024
Q4 		$79.4K Buy
+157
New +$89.2K 0.08% 163

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wingate Wealth Advisors's UNH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 157 shares — an estimated $79.4K sold.

Wingate Wealth Advisors first reported a position in UNH in Q4 2024 and held it in 1 quarter. The position peaked at $79.4K in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 157 UnitedHealth shares in Q1 2025, an estimated $79.4K.
  • Wingate Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's UnitedHealth position peaked at $79.4K in Q4 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.