Patrick M. Sweeney & Associates
UNH icon

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
Q3 		$764K Buy
2,080
+8
+0.4% +$3.22K 0.43% 59
2026
Q2 		$861K Buy
2,072
+65
+3% +$24.1K 0.49% 51
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Patrick M. Sweeney & Associates's UNH Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its UnitedHealth (UNH) stake by 0.39% in Q3 2026, buying an estimated $3.22K and bringing the position to 2,080 shares worth $764K. The position accounts for 0.43% of the portfolio, ranked #59.

Patrick M. Sweeney & Associates first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2024. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Patrick M. Sweeney & Associates held 2,080 shares of UnitedHealth worth $764K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 8 UnitedHealth shares in Q3 2026, an estimated $3.22K.
  • UnitedHealth made up 0.43% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #59 holding.
  • Patrick M. Sweeney & Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's UnitedHealth position peaked at $1.22M in Q3 2024.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.