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Northwest Financial Advisors’s UnitedHealth UNH Stock Holding History

Northwest Financial 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
Q4 		– Sell
-332
Closed -$194K – 511
2024
Q3 		$194K Buy
+332
New +$188K 0.15% 105
2024
Q1 		– Sell
-331
Closed -$174K – 494
2023
Q4 		$174K Buy
+331
New +$177K 0.15% 96

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

Northwest Financial Advisors's UNH Position: Q4 2024 in Review

Northwest Financial Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 332 shares — an estimated $194K sold.

Northwest Financial Advisors first reported a position in UNH in Q4 2023 and held it in 2 quarters. The position peaked at $194K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 332 UnitedHealth shares in Q4 2024, an estimated $194K.
  • Northwest Financial Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's UnitedHealth position peaked at $194K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.