Pacific Capital Wealth Advisors’s UnitedHealth UNH Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-103	Closed	-$52.1K	–	357
2024 Q4	$52.1K	Sell	103 -14	-12%	-$7.96K	0.01%	147
2024 Q3	$68.4K	Sell	117 -68	-37%	-$38.5K	0.01%	136
2024 Q2	$94.2K	Buy	185 +81	+78%	+$39.7K	0.02%	112
2024 Q1	$51.4K	Buy	104 +4	+4%	+$2.03K	0.01%	131
2023 Q4	$52.6K	Buy	+100	New	+$53.3K	0.01%	129
2023 Q2	–	Sell	-453	Closed	-$214K	–	85
2023 Q1	$214K	Hold	453	–	–	0.06%	81
2022 Q4	$240K	Buy	+453	New	+$240K	0.06%	77

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pacific Capital Wealth Advisors's UNH Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 103 shares — an estimated $52.1K sold.

Pacific Capital Wealth Advisors first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $240K in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 103 UnitedHealth shares in Q1 2025, an estimated $52.1K.
Pacific Capital Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
Pacific Capital Wealth Advisors's UnitedHealth position peaked at $240K in Q4 2022.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.