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New Potomac Partners’s UnitedHealth UNH Stock Holding History

New Potomac Partners’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
Q3 		$579K Hold
989
– – 0.3% 62
2024
Q2 		$504K Hold
989
– – 0.28% 66
2024
Q1 		$489K Hold
989
– – 0.27% 67
2023
Q4 		$521K Buy
+989
New +$527K 0.31% 64

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Potomac Partners's UNH Position: Q3 2024 in Review

New Potomac Partners held its UnitedHealth (UNH) position steady in Q3 2024 at 989 shares worth $579K. The position accounts for 0.3% of the portfolio, ranked #62.

New Potomac Partners first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • New Potomac Partners held 989 shares of UnitedHealth worth $579K as of Q3 2024.
  • New Potomac Partners left its UnitedHealth share count unchanged in Q3 2024.
  • UnitedHealth made up 0.3% of New Potomac Partners's portfolio in Q3 2024, its #62 holding.
  • New Potomac Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.