Northwest Bank & Trust’s UnitedHealth UNH Stock Holding History

Northwest Bank & Trust’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	$720K	Hold	1,180	–	–	0.53%	50
2024 Q3	$690K	Hold	1,180	–	–	0.52%	51
2024 Q2	$601K	Hold	1,180	–	–	0.5%	56
2024 Q1	$571K	Sell	1,180 -24	-2%	-$12.2K	0.52%	59
2023 Q4	$634K	Buy	+1,204	New	+$642K	0.57%	56
2023 Q2	$11.5K	Buy	+24	New	+$11.7K	0.01%	159

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest Bank & Trust's UNH Position: Q4 2024 in Review

Northwest Bank & Trust held its UnitedHealth (UNH) position steady in Q4 2024 at 1,180 shares worth $720K. The position accounts for 0.53% of the portfolio, ranked #50.

Northwest Bank & Trust first reported a position in UNH in Q2 2023 and has held it in 6 quarters since. 3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Northwest Bank & Trust held 1,180 shares of UnitedHealth worth $720K as of Q4 2024.
Northwest Bank & Trust left its UnitedHealth share count unchanged in Q4 2024.
UnitedHealth made up 0.53% of Northwest Bank & Trust's portfolio in Q4 2024, its #50 holding.
Northwest Bank & Trust first reported a position in UnitedHealth in Q2 2023 and has held it in 6 quarters since.
3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.