Patient Capital Management’s UnitedHealth UNH Stock Holding History

Patient Capital 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 Q1	$118M	Buy	437,141 +68,848	+19%	+$20.5M	4.32%	7
2025 Q4	$122M	Sell	368,293 -3,070	-0.8%	-$1.04M	4.69%	6
2025 Q3	$128M	Buy	371,363 +179,431	+93%	+$54.3M	5.13%	3
2025 Q2	$59.9M	Buy	+191,932	New	+$73.4M	2.7%	15

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

Patient Capital Management's UNH Position: Q1 2026 in Review

Patient Capital Management increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $20.5M and bringing the position to 437,141 shares worth $118M. The position accounts for 4.32% of the portfolio, ranked #7.

Patient Capital Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $128M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Patient Capital Management held 437,141 shares of UnitedHealth worth $118M as of Q1 2026.
Patient Capital Management bought 68,848 UnitedHealth shares in Q1 2026, an estimated $20.5M.
UnitedHealth made up 4.32% of Patient Capital Management's portfolio in Q1 2026, its #7 holding.
Patient Capital Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
Patient Capital Management's UnitedHealth position peaked at $128M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.