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Northwest Capital Management’s UnitedHealth UNH Stock Holding History

Northwest Capital Management’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
Q4 		– Sell
-57
Closed -$19.7K – 215
2025
Q3 		$19.7K Hold
57
– – 0.02% 166
2025
Q2 		$17.8K Sell
57
-5
-8% -$1.91K 0.01% 231
2025
Q1 		$32.5K Hold
62
– – 0.01% 219
2024
Q4 		$31.4K Hold
62
– – 0.01% 218
2024
Q3 		$36.3K Hold
62
– – 0.01% 213
2024
Q2 		$31.6K Sell
62
-88
-59% -$43.1K 0.01% 216
2024
Q1 		$74.2K Hold
150
– – 0.02% 197
2023
Q4 		$79K Buy
150
+5
+3% +$2.67K 0.03% 186
2023
Q3 		$73.1K Hold
145
– – 0.03% 178
2023
Q2 		$69.7K Buy
+145
New +$70.9K 0.03% 179

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest Capital Management's UNH Position: Q4 2025 in Review

Northwest Capital Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 57 shares — an estimated $19.7K sold.

Northwest Capital Management first reported a position in UNH in Q2 2023 and held it in 10 quarters. The position peaked at $79K in Q4 2023. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Northwest Capital Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 57 UnitedHealth shares in Q4 2025, an estimated $19.7K.
  • Northwest Capital Management first reported a position in UnitedHealth in Q2 2023 and held it in 10 quarters.
  • Northwest Capital Management's UnitedHealth position peaked at $79K in Q4 2023.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.