Western Pacific Wealth Management, LP

Position in UNH — Unitedhealth Group Inc

CIK 1907320 Lake Forest, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$144,223

+$36,799 QoQ

Shares Held

347

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#3,094

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $682,164 across 2 Healthcare Plans names. UNH ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc.	1,391	$537,941
2	UNH	Unitedhealth Group Inc This page	347	$144,223

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,223	347	-12.6%	Shares	Sole	2026-08-07
2026-03-31	$107,424	397	0.0%	Shares	Sole	2026-04-17
2025-12-31	$131,053	397	0.0%	Shares	Sole	2026-02-04
2025-09-30	$137,084	397	+18.2%	Shares	Sole	2025-10-21
2025-06-30	$104,821	336	+12.0%	Shares	Sole	2025-07-10
2025-03-31	$157,125	300	-66.7%	Shares	Sole	2025-04-17
2024-12-31	$456,285	902	+2.2%	Shares	Sole	2025-01-24
2024-09-30	$516,272	883	-3.0%	Shares	Sole	2024-10-31
2024-06-30	$463,426	910	-21.3%	Shares	Sole	2024-08-14
2024-03-31	$572,367	1,157	+28.1%	Shares	Sole	2024-05-15
2023-12-31	$475,402	903	+5.0%	Shares	Sole	2024-02-09
2023-09-30	$433,603	860	-4.6%	Shares	Sole	2023-10-26
2023-06-30	$433,056	901	+13.3%	Shares	Sole	2023-08-08
2023-03-31	$375,709	795	-4.9%	Shares	Sole	2023-05-11
2022-12-31	$443,230	836	+21.2%	Shares	Sole	2023-02-03
2022-09-30	$348,477	690	-4.6%	Shares	Sole	2022-10-27
2022-06-30	$371,354	723	+38.5%	Shares	Sole	2022-08-01
2022-03-31	$266,204	522	-0.2%	Shares	Sole	2022-04-21
2021-12-31	$262,619	523	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.