FPF
UNH icon

First Pacific Financial’s UnitedHealth UNH Stock Holding History

First Pacific Financial’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
2026
Q3 		$7.76K Hold
21
– – ﹤0.01% 449
2026
Q2 		$8.73K Buy
21
+10
+91% +$3.71K ﹤0.01% 425
2026
Q1 		$2.98K Buy
+11
New +$3.28K ﹤0.01% 496
2025
Q2 		– Sell
-27
Closed -$14.1K – 602
2025
Q1 		$14.1K Sell
27
-1,991
-99% -$1.02M ﹤0.01% 281
2024
Q4 		$1.02M Sell
2,018
-24
-1% -$13.6K 0.24% 63
2024
Q3 		$1.19M Buy
2,042
+36
+2% +$20.4K 0.28% 52
2024
Q2 		$1.02M Buy
2,006
+123
+7% +$60.3K 0.26% 56
2024
Q1 		$931K Buy
1,883
+102
+6% +$51.9K 0.26% 58
2023
Q4 		$938K Sell
1,781
-17
-0.9% -$9.07K 0.29% 53
2023
Q3 		$907K Sell
1,798
-9
-0.5% -$4.43K 0.4% 44
2023
Q2 		$869K Sell
1,807
-2
-0.1% -$978 0.37% 51
2023
Q1 		$855K Sell
1,809
-9
-0.5% -$4.34K 0.4% 50
2022
Q4 		$964K Buy
1,818
+61
+3% +$32.3K 0.48% 37
2022
Q3 		$887K Buy
1,757
+15
+0.9% +$7.89K 0.51% 35
2022
Q2 		$895K Sell
1,742
-34
-2% -$17.1K 0.42% 37
2022
Q1 		$906K Sell
1,776
-162
-8% -$78.1K 0.47% 36
2021
Q4 		$973K Buy
1,938
+83
+4% +$37.6K 0.47% 41
2021
Q3 		$725K Buy
1,855
+77
+4% +$31.9K 0.38% 58
2021
Q2 		$712K Buy
1,778
+204
+13% +$81.3K 0.39% 56
2021
Q1 		$586K Buy
1,574
+306
+24% +$106K 0.37% 54
2020
Q4 		$445K Buy
+1,268
New +$425K 0.27% 66

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

First Pacific Financial's UNH Position: Q3 2026 in Review

First Pacific Financial held its UnitedHealth (UNH) position steady in Q3 2026 at 21 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

First Pacific Financial first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.19M in Q3 2024. 447 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • First Pacific Financial held 21 shares of UnitedHealth worth $7.76K as of Q3 2026.
  • First Pacific Financial left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #449 holding.
  • First Pacific Financial first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • First Pacific Financial's UnitedHealth position peaked at $1.19M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.