NA
UNH icon

Nordwand Advisors’s UnitedHealth UNH Stock Holding History

Nordwand 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
2024
Q3 		– Sell
-560
Closed -$285K – 170
2024
Q2 		$285K Sell
560
-1,637
-75% -$802K 0.12% 26
2024
Q1 		$1.09M Sell
2,197
-4,201
-66% -$2.14M 0.42% 26
2023
Q4 		$3.37M Buy
6,398
+23
+0.4% +$12.3K 0.89% 15
2023
Q3 		$3.21M Sell
6,375
-1,090
-15% -$536K 0.64% 13
2023
Q2 		$3.59M Sell
7,465
-388
-5% -$190K 0.61% 13
2023
Q1 		$3.71M Sell
7,853
-10,542
-57% -$5.09M 0.6% 15
2022
Q4 		$9.75M Buy
+18,395
New +$9.74M 1.22% 7

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

Nordwand Advisors's UNH Position: Q3 2024 in Review

Nordwand Advisors sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 560 shares — an estimated $285K sold.

Nordwand Advisors first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $9.75M in Q4 2022. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Nordwand Advisors reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Nordwand Advisors sold 560 UnitedHealth shares in Q3 2024, an estimated $285K.
  • Nordwand Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
  • Nordwand Advisors's UnitedHealth position peaked at $9.75M in Q4 2022.
  • 3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Nordwand Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.