Patrick M. Sweeney & Associates’s UnitedHealth UNH Stock Holding History

Patrick M. Sweeney & Associates’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	$543K	Hold	2,007	–	–	0.35%	72
2025 Q4	$662K	Sell	2,007 -33	-2%	-$11.2K	0.41%	62
2025 Q3	$705K	Sell	2,040 -60	-3%	-$18.1K	0.46%	53
2025 Q2	$648K	Hold	2,100	–	–	0.45%	56
2025 Q1	$1.1M	Hold	2,100	–	–	0.82%	24
2024 Q4	$1.06M	Buy	2,100 +13	+0.6%	+$7.39K	0.8%	28
2024 Q3	$1.22M	Buy	2,087 +96	+5%	+$54.3K	0.9%	24
2024 Q2	$1.01M	Buy	1,991 +93	+5%	+$45.6K	0.81%	27
2024 Q1	$939K	Sell	1,898 -50	-3%	-$25.4K	0.77%	28
2023 Q4	$1.03M	Buy	+1,948	New	+$1.04M	0.94%	25

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

Patrick M. Sweeney & Associates's UNH Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its UnitedHealth (UNH) position steady in Q1 2026 at 2,007 shares worth $543K. The position accounts for 0.35% of the portfolio, ranked #72.

Patrick M. Sweeney & Associates first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Patrick M. Sweeney & Associates held 2,007 shares of UnitedHealth worth $543K as of Q1 2026.
Patrick M. Sweeney & Associates left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.35% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #72 holding.
Patrick M. Sweeney & Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's UnitedHealth position peaked at $1.22M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.