Pacific Point Advisors’s UnitedHealth UNH Stock Holding History

Pacific Point 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	$1.28M	Sell	3,088 -1,849	-37%	-$685K	0.59%	50
2026 Q1	$1.34M	Sell	4,937 -91	-2%	-$27.1K	0.7%	45
2025 Q4	$1.66M	Sell	5,028 -1,913	-28%	-$648K	0.89%	26
2025 Q3	$2.4M	Buy	6,941 +1,796	+35%	+$543K	1.4%	15
2025 Q2	$1.61M	Buy	5,145 +1,187	+30%	+$454K	0.87%	26
2025 Q1	$2.07M	Buy	3,958 +89	+2%	+$45.5K	1.15%	15
2024 Q4	$2.11M	Buy	+3,869	New	+$2.2M	1.28%	13

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 Point Advisors's UNH Position: Q2 2026 in Review

Pacific Point Advisors reduced its UnitedHealth (UNH) stake by 37% in Q2 2026, selling an estimated $685K and leaving 3,088 shares worth $1.28M. The position accounts for 0.59% of the portfolio, ranked #50.

Pacific Point Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q3 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pacific Point Advisors held 3,088 shares of UnitedHealth worth $1.28M as of Q2 2026.
Pacific Point Advisors sold 1,849 UnitedHealth shares in Q2 2026, an estimated $685K.
UnitedHealth made up 0.59% of Pacific Point Advisors's portfolio in Q2 2026, its #50 holding.
Pacific Point Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Pacific Point Advisors's UnitedHealth position peaked at $2.4M in Q3 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.