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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Pacific Point Advisors's UNH Position: Q1 2026 in Review

Pacific Point Advisors reduced its UnitedHealth (UNH) stake by 1.8% in Q1 2026, selling an estimated $27.1K and leaving 4,937 shares worth $1.34M. The position accounts for 0.7% of the portfolio, ranked #45.

Pacific Point Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pacific Point Advisors held 4,937 shares of UnitedHealth worth $1.34M as of Q1 2026.
Pacific Point Advisors sold 91 UnitedHealth shares in Q1 2026, an estimated $27.1K.
UnitedHealth made up 0.7% of Pacific Point Advisors's portfolio in Q1 2026, its #45 holding.
Pacific Point Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Pacific Point Advisors's UnitedHealth position peaked at $2.4M in Q3 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.