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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return