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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Pacific Financial's UNH Position: Q2 2026 in Review

First Pacific Financial increased its UnitedHealth (UNH) stake by 91% in Q2 2026, buying an estimated $3.71K and bringing the position to 21 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

First Pacific Financial first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.19M in Q3 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First Pacific Financial held 21 shares of UnitedHealth worth $8.73K as of Q2 2026.
First Pacific Financial bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
UnitedHealth made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #425 holding.
First Pacific Financial first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
First Pacific Financial's UnitedHealth position peaked at $1.19M in Q3 2024.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.