Pacific Excel Wealth Advisors’s UnitedHealth UNH Stock Holding History

Pacific Excel 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
2026 Q2	$1.16M	Buy	+2,797	New	+$1.04M	0.45%	52

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

Pacific Excel Wealth Advisors's UNH Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 2,797 shares worth $1.16M. The stake represents 0.45% of the portfolio and ranks #52 among its holdings.

3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pacific Excel Wealth Advisors held 2,797 shares of UnitedHealth worth $1.16M as of Q2 2026.
UnitedHealth was a new Pacific Excel Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.45% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #52 holding.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.