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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Patrick M. Sweeney & Associates's UNH Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its UnitedHealth (UNH) stake by 3.2% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,072 shares worth $861K. The position accounts for 0.49% of the portfolio, ranked #51.

Patrick M. Sweeney & Associates first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Patrick M. Sweeney & Associates held 2,072 shares of UnitedHealth worth $861K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 65 UnitedHealth shares in Q2 2026, an estimated $24.1K.
  • UnitedHealth made up 0.49% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #51 holding.
  • Patrick M. Sweeney & Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's UnitedHealth position peaked at $1.22M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.