Patriot Financial Group Insurance Agency’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.06M | Sell |
2,564
-2,754
| -52% | -$1.02M | 0.11% | 214 |
|
|
2026
Q1 | $1.44M | Buy |
5,318
+1,975
| +59% | +$588K | 0.08% | 256 |
|
|
2025
Q4 | $1.1M | Sell |
3,343
-348
| -9% | -$118K | 0.13% | 194 |
|
|
2025
Q3 | $1.27M | Sell |
3,691
-1,621
| -31% | -$490K | 0.16% | 163 |
|
|
2025
Q2 | $1.66M | Buy |
5,312
+1,583
| +42% | +$605K | 0.19% | 134 |
|
|
2025
Q1 | $1.95M | Buy |
3,729
+211
| +6% | +$108K | 0.26% | 98 |
|
|
2024
Q4 | $1.78M | Buy |
3,518
+102
| +3% | +$58K | 0.24% | 95 |
|
|
2024
Q3 | $2M | Sell |
3,416
-81
| -2% | -$45.8K | 0.27% | 89 |
|
|
2024
Q2 | $1.78M | Buy |
3,497
+256
| +8% | +$125K | 0.26% | 88 |
|
|
2024
Q1 | $1.6M | Buy |
3,241
+1,065
| +49% | +$541K | 0.25% | 94 |
|
|
2023
Q4 | $1.15M | Sell |
2,176
-20
| -0.9% | -$10.7K | 0.22% | 114 |
|
|
2023
Q3 | $1.11M | Sell |
2,196
-5
| -0.2% | -$2.46K | 0.23% | 112 |
|
|
2023
Q2 | $1.06M | Buy |
2,201
+130
| +6% | +$63.6K | 0.2% | 121 |
|
|
2023
Q1 | $979K | Buy |
2,071
+216
| +12% | +$104K | 0.2% | 120 |
|
|
2022
Q4 | $984K | Sell |
1,855
-159
| -8% | -$84.2K | 0.13% | 109 |
|
|
2022
Q3 | $1.02M | Sell |
2,014
-33
| -2% | -$17.4K | 0.25% | 94 |
|
|
2022
Q2 | $1.05M | Sell |
2,047
-78
| -4% | -$39.2K | 0.21% | 98 |
|
|
2022
Q1 | $1.08M | Buy |
2,125
+60
| +3% | +$28.9K | 0.19% | 119 |
|
|
2021
Q4 | $1.04M | Sell |
2,065
-450
| -18% | -$204K | 0.17% | 128 |
|
|
2021
Q3 | $983K | Buy |
2,515
+268
| +12% | +$111K | 0.17% | 130 |
|
|
2021
Q2 | $900K | Buy |
2,247
+169
| +8% | +$67.4K | 0.16% | 136 |
|
|
2021
Q1 | $773K | Buy |
2,078
+317
| +18% | +$110K | 0.18% | 132 |
|
|
2020
Q4 | $618K | Buy |
1,761
+614
| +54% | +$206K | 0.15% | 146 |
|
|
2020
Q3 | $357K | Buy |
1,147
+89
| +8% | +$27.3K | 0.12% | 177 |
|
|
2020
Q2 | $312K | Buy |
1,058
+137
| +15% | +$39.3K | 0.12% | 171 |
|
|
2020
Q1 | $230K | Buy |
921
+323
| +54% | +$88.9K | 0.11% | 191 |
|
|
2019
Q4 | $176K | Buy |
598
+138
| +30% | +$36.1K | 0.07% | 240 |
|
|
2019
Q3 | $100K | Buy |
460
+104
| +29% | +$25.1K | 0.05% | 308 |
|
|
2019
Q2 | $87K | Buy |
356
+167
| +88% | +$40.2K | 0.04% | 342 |
|
|
2019
Q1 | $47K | Buy |
189
+161
| +575% | +$41.1K | 0.02% | 397 |
|
|
2018
Q4 | $7K | Buy |
+28
| New | +$7.4K | ﹤0.01% | 683 |
|
|
2018
Q2 | – | Sell |
-877
| Closed | -$191K | – | 907 |
|
|
2018
Q1 | $191K | Buy |
877
+19
| +2% | +$4.34K | 0.14% | 140 |
|
|
2017
Q4 | $194K | Buy |
858
+1
| +0.1% | +$212 | 0.15% | 127 |
|
|
2017
Q3 | $168K | Hold |
857
| – | – | 0.15% | 119 |
|
|
2017
Q2 | $160K | Buy |
857
+219
| +34% | +$38.4K | 0.17% | 119 |
|
|
2017
Q1 | $106K | Buy |
638
+603
| +1,723% | +$98.8K | 0.11% | 145 |
|
|
2016
Q4 | $6K | Buy |
+35
| New | +$5.23K | 0.01% | 550 |
|
Other funds holding UNH
Patriot Financial Group Insurance Agency's UNH Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its UnitedHealth (UNH) stake by 52% in Q2 2026, selling an estimated $1.02M and leaving 2,564 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #214.
Patriot Financial Group Insurance Agency first reported a position in UNH in Q4 2016 and has held it in 37 quarters since. The position peaked at $2M in Q3 2024. 2,061 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Patriot Financial Group Insurance Agency held 2,564 shares of UnitedHealth worth $1.06M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 2,754 UnitedHealth shares in Q2 2026, an estimated $1.02M.
- UnitedHealth made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #214 holding.
- Patriot Financial Group Insurance Agency first reported a position in UnitedHealth in Q4 2016 and has held it in 37 quarters since.
- Patriot Financial Group Insurance Agency's UnitedHealth position peaked at $2M in Q3 2024.
- 2,061 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.