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Western Pacific Wealth Management’s UnitedHealth UNH Stock Holding History

Western Pacific Wealth Management’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 		$144K Sell
347
-50
-13% -$18.5K 0.13% 76
2026
Q1 		$107K Hold
397
– – 0.11% 85
2025
Q4 		$131K Hold
397
– – 0.13% 77
2025
Q3 		$137K Buy
397
+61
+18% +$18.4K 0.13% 82
2025
Q2 		$105K Buy
336
+36
+12% +$13.8K 0.1% 97
2025
Q1 		$157K Sell
300
-602
-67% -$308K 0.14% 78
2024
Q4 		$456K Buy
902
+19
+2% +$10.8K 0.37% 29
2024
Q3 		$516K Sell
883
-27
-3% -$15.3K 0.34% 23
2024
Q2 		$464K Sell
910
-247
-21% -$121K 0.35% 20
2024
Q1 		$572K Buy
1,157
+254
+28% +$129K 0.42% 18
2023
Q4 		$475K Buy
903
+43
+5% +$22.9K 0.35% 20
2023
Q3 		$434K Sell
860
-41
-5% -$20.2K 0.36% 21
2023
Q2 		$433K Buy
901
+106
+13% +$51.8K 0.33% 20
2023
Q1 		$376K Sell
795
-41
-5% -$19.8K 0.29% 21
2022
Q4 		$443K Buy
836
+146
+21% +$77.3K 0.37% 17
2022
Q3 		$348K Sell
690
-33
-5% -$17.4K 0.35% 19
2022
Q2 		$371K Buy
723
+201
+39% +$101K 0.36% 18
2022
Q1 		$266K Sell
522
-1
-0.2% -$482 0.19% 25
2021
Q4 		$262K Buy
+523
New +$237K 0.17% 31

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Western Pacific Wealth Management's UNH Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $18.5K and leaving 347 shares worth $144K. The position accounts for 0.13% of the portfolio, ranked #76.

Western Pacific Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $572K in Q1 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Western Pacific Wealth Management held 347 shares of UnitedHealth worth $144K as of Q2 2026.
  • Western Pacific Wealth Management sold 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
  • UnitedHealth made up 0.13% of Western Pacific Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Western Pacific Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's UnitedHealth position peaked at $572K in Q1 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.