Pacific Center for Financial Services
Position in UNH — Unitedhealth Group Inc
CIK 1698222
SAN RAMON, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$142,976
+$49,894 QoQ
Shares Held
344
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,096
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Pacific Center for Financial Services holds $168,838 across 2 Healthcare Plans names. UNH ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
344 | $142,976 | |
| 2 | CVS |
CVS HEALTH Corp
|
250 | $25,862 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,976 | 344 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $93,082 | 344 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $113,557 | 344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $118,783 | 344 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $107,317 | 344 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $201,643 | 385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $199,814 | 395 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $260,182 | 445 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $226,620 | 445 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $220,141 | 445 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $234,279 | 445 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $225,372 | 447 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $77,863 | 162 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $76,559 | 162 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $81,816 | 162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87,317 | 170 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $56,606 | 111 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $55,737 | 111 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $43,372 | 111 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,448 | 111 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $41,299 | 111 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $38,925 | 111 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $34,606 | 111 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $32,739 | 111 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $27,681 | 111 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||