Patten Group’s UnitedHealth UNH Stock Holding History

Patten Group’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	$681K	Sell	2,516 -1,176	-32%	-$350K	0.12%	171
2025 Q4	$1.22M	Sell	3,692 -471	-11%	-$160K	0.23%	120
2025 Q3	$1.44M	Sell	4,163 -450	-10%	-$136K	0.28%	105
2025 Q2	$1.44M	Sell	4,613 -1,015	-18%	-$388K	0.3%	99
2025 Q1	$2.95M	Sell	5,628 -333	-6%	-$170K	0.68%	33
2024 Q4	$3.02M	Buy	5,961 +282	+5%	+$160K	0.67%	38
2024 Q3	$3.32M	Buy	5,679 +139	+3%	+$78.6K	0.74%	30
2024 Q2	$2.82M	Sell	5,540 -2	-0%	-$980	0.67%	38
2024 Q1	$2.74M	Sell	5,542 -195	-3%	-$99.1K	0.67%	40
2023 Q4	$3.02M	Sell	5,737 -241	-4%	-$129K	0.82%	32
2023 Q3	$3.01M	Sell	5,978 -242	-4%	-$119K	0.9%	23
2023 Q2	$2.99M	Sell	6,220 -153	-2%	-$74.8K	0.44%	28
2023 Q1	$3.01M	Sell	6,373 -16	-0.3%	-$7.72K	0.9%	25
2022 Q4	$3.39M	Sell	6,389 -317	-5%	-$168K	1.06%	19
2022 Q3	$3.39M	Sell	6,706 -158	-2%	-$83.1K	1.16%	13
2022 Q2	$3.53M	Sell	6,864 -69	-1%	-$34.7K	1.13%	16
2022 Q1	$3.54M	Buy	6,933 +6	+0.1%	+$2.89K	0.99%	18
2021 Q4	$3.48M	Buy	6,927 +445	+7%	+$201K	0.92%	19
2021 Q3	$2.53M	Sell	6,482 -50	-0.8%	-$20.7K	0.74%	32
2021 Q2	$2.62M	Buy	6,532 +162	+3%	+$64.6K	0.77%	30
2021 Q1	$2.37M	Buy	6,370 +102	+2%	+$35.3K	0.76%	33
2020 Q4	$2.2M	Buy	6,268 +38	+0.6%	+$12.7K	0.59%	37
2020 Q3	$1.94M	Sell	6,230 -12	-0.2%	-$3.69K	0.76%	32
2020 Q2	$1.84M	Sell	6,242 -12	-0.2%	-$3.44K	0.79%	32
2020 Q1	$1.56M	Sell	6,254 -1,030	-14%	-$283K	0.81%	32
2019 Q4	$2.14M	Buy	7,284 +393	+6%	+$103K	0.8%	37
2019 Q3	$1.5M	Sell	6,891 -358	-5%	-$86.4K	0.61%	48
2019 Q2	$1.77M	Sell	7,249 -20	-0.3%	-$4.81K	0.72%	41
2019 Q1	$1.8M	Buy	7,269 +233	+3%	+$59.4K	0.77%	39
2018 Q4	$1.75M	Buy	7,036 +1,427	+25%	+$377K	0.83%	32
2018 Q3	$1.49M	Buy	5,609 +3,678	+190%	+$957K	0.57%	47
2018 Q2	$474K	Buy	1,931 +1,094	+131%	+$263K	0.19%	120
2018 Q1	$179K	Buy	837 +450	+116%	+$103K	0.07%	192
2017 Q4	$85K	Hold	387	–	–	0.03%	275
2017 Q3	$76K	Hold	387	–	–	0.03%	287
2017 Q2	$75K	Sell	387 -163	-30%	-$28.6K	0.03%	285
2017 Q1	$91K	Hold	550	–	–	0.04%	255
2016 Q4	$90K	Sell	550 -450	-45%	-$67.2K	0.04%	254
2016 Q3	$134K	Hold	1,000	–	–	0.06%	211
2016 Q2	$141K	Sell	1,000 -500	-33%	-$66.7K	0.07%	199
2016 Q1	$193K	Hold	1,500	–	–	0.09%	164
2015 Q4	$176K	Hold	1,500	–	–	0.08%	173
2015 Q3	$174K	Hold	1,500	–	–	0.09%	172
2015 Q2	$183K	Buy	+1,500	New	+$177K	0.09%	177

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Patten Group's UNH Position: Q1 2026 in Review

Patten Group reduced its UnitedHealth (UNH) stake by 32% in Q1 2026, selling an estimated $350K and leaving 2,516 shares worth $681K. The position accounts for 0.12% of the portfolio, ranked #171.

Patten Group first reported a position in UNH in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.54M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Patten Group held 2,516 shares of UnitedHealth worth $681K as of Q1 2026.
Patten Group sold 1,176 UnitedHealth shares in Q1 2026, an estimated $350K.
UnitedHealth made up 0.12% of Patten Group's portfolio in Q1 2026, its #171 holding.
Patten Group first reported a position in UnitedHealth in Q2 2015 and has held it in 44 quarters since.
Patten Group's UnitedHealth position peaked at $3.54M in Q1 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.