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Patriot Financial Group Insurance Agency’s UnitedHealth UNH Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-700
Closed -$231K – 722
2025
Q4 		$231K Buy
+700
New +$237K 0.03% 447

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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. 2,605 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.
  • 2,605 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.