Pacifica Partners’s UnitedHealth UNH Stock Holding History

Pacifica Partners’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 Q4	–	Sell	-30	Closed	-$10.4K	–	513
2025 Q3	$10.4K	Buy	30 +14	+88%	+$4.23K	﹤0.01%	328
2025 Q2	$4.95K	Hold	16	–	–	﹤0.01%	395
2025 Q1	$8.65K	Buy	16 +7	+78%	+$3.58K	﹤0.01%	344
2024 Q4	$4.54K	Hold	9	–	–	﹤0.01%	378
2024 Q3	$5.26K	Hold	9	–	–	﹤0.01%	390
2024 Q2	$4.41K	Sell	9 -40	-82%	-$19.6K	﹤0.01%	415
2024 Q1	$23.8K	Hold	49	–	–	0.01%	283
2023 Q4	$27K	Hold	49	–	–	0.01%	268
2023 Q3	$25.3K	Hold	49	–	–	0.01%	257
2023 Q2	$23.1K	Hold	49	–	–	0.01%	233
2023 Q1	$25K	Hold	49	–	–	0.02%	234
2022 Q4	$26.1K	Hold	49	–	–	0.02%	206
2022 Q3	$25K	Buy	49 +13	+36%	+$6.84K	0.02%	215
2022 Q2	$19K	Hold	36	–	–	0.01%	252
2022 Q1	$17K	Hold	36	–	–	0.01%	265
2021 Q4	$17K	Hold	36	–	–	0.01%	263
2021 Q3	$15K	Hold	36	–	–	0.01%	256
2021 Q2	$15K	Hold	36	–	–	0.01%	240
2021 Q1	$13K	Buy	+36	New	+$12.5K	0.01%	238

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Pacifica Partners's UNH Position: Q4 2025 in Review

Pacifica Partners sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 30 shares — an estimated $10.4K sold.

Pacifica Partners first reported a position in UNH in Q1 2021 and held it in 19 quarters. The position peaked at $27K in Q4 2023. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Pacifica Partners reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Pacifica Partners sold 30 UnitedHealth shares in Q4 2025, an estimated $10.4K.
Pacifica Partners first reported a position in UnitedHealth in Q1 2021 and held it in 19 quarters.
Pacifica Partners's UnitedHealth position peaked at $27K in Q4 2023.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.