Pacific Center for Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $93.1K | Hold |
344
| – | – | 0.02% | 146 |
|
|
2025
Q4 | $119K | Hold |
344
| – | – | 0.03% | 128 |
|
|
2025
Q3 | $119K | Hold |
344
| – | – | 0.03% | 128 |
|
|
2025
Q2 | $107K | Sell |
344
-41
| -11% | -$15.7K | 0.03% | 131 |
|
|
2025
Q1 | $202K | Sell |
385
-10
| -3% | -$5.11K | 0.05% | 94 |
|
|
2024
Q4 | $200K | Sell |
395
-50
| -11% | -$28.4K | 0.05% | 90 |
|
|
2024
Q3 | $260K | Hold |
445
| – | – | 0.07% | 71 |
|
|
2024
Q2 | $227K | Hold |
445
| – | – | 0.06% | 76 |
|
|
2024
Q1 | $220K | Hold |
445
| – | – | 0.06% | 81 |
|
|
2023
Q4 | $234K | Sell |
445
-2
| -0.4% | -$1.07K | 0.07% | 71 |
|
|
2023
Q3 | $225K | Buy |
447
+285
| +176% | +$140K | 0.08% | 71 |
|
|
2023
Q2 | $77.9K | Hold |
162
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $76.6K | Buy |
+162
| New | +$78.2K | 0.03% | 140 |
|
|
2022
Q3 | $82K | Sell |
162
-8
| -5% | -$4.21K | 0.03% | 124 |
|
|
2022
Q2 | $87K | Buy |
170
+59
| +53% | +$29.6K | 0.04% | 122 |
|
|
2022
Q1 | $57K | Hold |
111
| – | – | 0.02% | 151 |
|
|
2021
Q4 | $56K | Hold |
111
| – | – | 0.02% | 157 |
|
|
2021
Q3 | $43K | Hold |
111
| – | – | 0.02% | 167 |
|
|
2021
Q2 | $44K | Hold |
111
| – | – | 0.02% | 159 |
|
|
2021
Q1 | $41K | Hold |
111
| – | – | 0.02% | 160 |
|
|
2020
Q4 | $39K | Hold |
111
| – | – | 0.01% | 160 |
|
|
2020
Q3 | $35K | Hold |
111
| – | – | 0.01% | 139 |
|
|
2020
Q2 | $33K | Hold |
111
| – | – | 0.02% | 141 |
|
|
2020
Q1 | $28K | Hold |
111
| – | – | 0.02% | 136 |
|
|
2019
Q4 | $33K | Hold |
111
| – | – | 0.01% | 145 |
|
|
2019
Q3 | $24K | Hold |
111
| – | – | 0.01% | 166 |
|
|
2019
Q2 | $27K | Hold |
111
| – | – | 0.01% | 154 |
|
|
2019
Q1 | $27K | Hold |
111
| – | – | 0.01% | 145 |
|
|
2018
Q4 | $28K | Hold |
111
| – | – | 0.02% | 135 |
|
|
2018
Q3 | $30K | Hold |
111
| – | – | 0.01% | 143 |
|
|
2018
Q2 | $27K | Hold |
111
| – | – | 0.02% | 138 |
|
|
2018
Q1 | $24K | Hold |
111
| – | – | 0.01% | 141 |
|
|
2017
Q4 | $24K | Hold |
111
| – | – | 0.01% | 140 |
|
|
2017
Q3 | $22K | Hold |
111
| – | – | 0.01% | 142 |
|
|
2017
Q2 | $21K | Hold |
111
| – | – | 0.01% | 145 |
|
|
2017
Q1 | $18K | Hold |
111
| – | – | 0.01% | 147 |
|
|
2016
Q4 | $18K | Buy |
+111
| New | +$16.6K | 0.01% | 152 |
|
Other funds holding UNH
VCM
VPM
Pacific Center for Financial Services's UNH Position: Q1 2026 in Review
Pacific Center for Financial Services held its UnitedHealth (UNH) position steady in Q1 2026 at 344 shares worth $93.1K. The position accounts for 0.02% of the portfolio, ranked #146.
Pacific Center for Financial Services first reported a position in UNH in Q4 2016 and has held it in 37 quarters since. The position peaked at $260K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Pacific Center for Financial Services held 344 shares of UnitedHealth worth $93.1K as of Q1 2026.
- Pacific Center for Financial Services left its UnitedHealth share count unchanged in Q1 2026.
- UnitedHealth made up 0.02% of Pacific Center for Financial Services's portfolio in Q1 2026, its #146 holding.
- Pacific Center for Financial Services first reported a position in UnitedHealth in Q4 2016 and has held it in 37 quarters since.
- Pacific Center for Financial Services's UnitedHealth position peaked at $260K in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.