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Mountain Pacific Investment Advisers’s UnitedHealth UNH Stock Holding History

Mountain Pacific Investment Advisers’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
2024
Q4 		– Sell
-390
Closed -$228K – 140
2024
Q3 		$228K Buy
+390
New +$221K 0.02% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Pacific Investment Advisers's UNH Position: Q4 2024 in Review

Mountain Pacific Investment Advisers sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 390 shares — an estimated $228K sold.

Mountain Pacific Investment Advisers first reported a position in UNH in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Mountain Pacific Investment Advisers reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 390 UnitedHealth shares in Q4 2024, an estimated $228K.
  • Mountain Pacific Investment Advisers first reported a position in UnitedHealth in Q3 2024 and held it in 1 quarter.
  • Mountain Pacific Investment Advisers's UnitedHealth position peaked at $228K in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2024, filed 16 Jan 2025.