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Patron Partners’s UnitedHealth UNH Stock Holding History

Patron Partners’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 		$1.01M Sell
2,428
-142
-6% -$52.6K 0.39% 72
2026
Q1 		$695K Sell
2,570
-443
-15% -$132K 0.31% 88
2025
Q4 		$995K Buy
3,013
+219
+8% +$74.2K 0.44% 58
2025
Q3 		$965K Buy
2,794
+211
+8% +$63.8K 0.44% 61
2025
Q2 		$806K Buy
2,583
+523
+25% +$200K 0.4% 74
2025
Q1 		$1.08M Buy
2,060
+78
+4% +$39.9K 0.58% 45
2024
Q4 		$1M Buy
1,982
+1
+0.1% +$568 0.54% 51
2024
Q3 		$1.16M Sell
1,981
-24
-1% -$13.6K 0.64% 41
2024
Q2 		$1.02M Buy
2,005
+48
+2% +$23.5K 0.6% 39
2024
Q1 		$968K Sell
1,957
-52
-3% -$26.4K 0.59% 41
2023
Q4 		$1.06M Buy
2,009
+39
+2% +$20.8K 0.7% 37
2023
Q3 		$993K Sell
1,970
-7
-0.4% -$3.44K 0.73% 35
2023
Q2 		$950K Buy
1,977
+84
+4% +$41.1K 0.67% 36
2023
Q1 		$895K Buy
1,893
+26
+1% +$12.5K 0.66% 36
2022
Q4 		$990K Sell
1,867
-2
-0.1% -$1.06K 0.74% 30
2022
Q3 		$944K Buy
1,869
+63
+3% +$33.1K 0.78% 30
2022
Q2 		$928K Buy
1,806
+40
+2% +$20.1K 0.74% 31
2022
Q1 		$900K Buy
1,766
+40
+2% +$19.3K 0.61% 38
2021
Q4 		$867K Buy
1,726
+151
+10% +$68.4K 0.57% 41
2021
Q3 		$615K Buy
1,575
+45
+3% +$18.6K 0.45% 61
2021
Q2 		$612K Sell
1,530
-110
-7% -$43.9K 0.46% 59
2021
Q1 		$610K Buy
1,640
+323
+25% +$112K 0.52% 52
2020
Q4 		$462K Buy
+1,317
New +$441K 0.45% 60

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 $3.38T AUM 44.17% 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

Patron Partners's UNH Position: Q2 2026 in Review

Patron Partners reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2026, selling an estimated $52.6K and leaving 2,428 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #72.

Patron Partners first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Patron Partners held 2,428 shares of UnitedHealth worth $1.01M as of Q2 2026.
  • Patron Partners sold 142 UnitedHealth shares in Q2 2026, an estimated $52.6K.
  • UnitedHealth made up 0.39% of Patron Partners's portfolio in Q2 2026, its #72 holding.
  • Patron Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Patron Partners's UnitedHealth position peaked at $1.16M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.