Pacific Capital Partners’s UnitedHealth UNH Stock Holding History

Pacific Capital Partners’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	–	Sell	-11,750	Closed	-$3.88M	–	64
2025 Q4	$3.88M	Buy	11,750 +3,125	+36%	+$1.06M	4.12%	9
2025 Q3	$2.98M	Buy	8,625 +3,875	+82%	+$1.17M	3.32%	14
2025 Q2	$1.48M	Sell	4,750 -9,000	-65%	-$3.44M	1.39%	26
2025 Q1	$7.2M	Sell	13,750 -2,785	-17%	-$1.42M	4.55%	6
2024 Q4	$8.36M	Buy	16,535 +2,500	+18%	+$1.42M	4.92%	4
2024 Q3	$8.21M	Buy	14,035 +10,955	+356%	+$6.2M	4.81%	3
2024 Q2	$1.57M	Hold	3,080	–	–	1.04%	30
2024 Q1	$1.52M	Hold	3,080	–	–	1%	30
2023 Q4	$1.62M	Hold	3,080	–	–	1.22%	25
2023 Q3	$1.55M	Buy	+3,080	New	+$1.52M	0.94%	28

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pacific Capital Partners's UNH Position: Q1 2026 in Review

Pacific Capital Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 11,750 shares — an estimated $3.88M sold.

Pacific Capital Partners first reported a position in UNH in Q3 2023 and held it in 10 quarters. The position peaked at $8.36M in Q4 2024. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pacific Capital Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Pacific Capital Partners sold 11,750 UnitedHealth shares in Q1 2026, an estimated $3.88M.
Pacific Capital Partners first reported a position in UnitedHealth in Q3 2023 and held it in 10 quarters.
Pacific Capital Partners's UnitedHealth position peaked at $8.36M in Q4 2024.
3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pacific Capital Partners's 13F filing for Q1 2026, filed 9 Apr 2026.