PP
UNH icon

Patten & Patten’s UnitedHealth UNH Stock Holding History

Patten & Patten’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 		$12.2M Sell
44,990
-3,031
-6% -$903K 0.73% 40
2025
Q4 		$15.9M Sell
48,021
-4,568
-9% -$1.55M 0.93% 28
2025
Q3 		$18.2M Buy
52,589
+688
+1% +$208K 1.07% 23
2025
Q2 		$16.2M Buy
51,901
+10,893
+27% +$4.16M 1.05% 23
2025
Q1 		$21.5M Buy
41,008
+731
+2% +$374K 1.44% 13
2024
Q4 		$20.4M Buy
40,277
+870
+2% +$494K 1.35% 14
2024
Q3 		$23M Sell
39,407
-709
-2% -$401K 1.53% 13
2024
Q2 		$20.4M Buy
40,116
+366
+0.9% +$179K 1.43% 14
2024
Q1 		$19.7M Buy
39,750
+497
+1% +$253K 1.4% 15
2023
Q4 		$20.7M Sell
39,253
-1,222
-3% -$652K 1.7% 11
2023
Q3 		$20.4M Buy
40,475
+4,555
+13% +$2.24M 1.79% 11
2023
Q2 		$17.3M Sell
35,920
-295
-0.8% -$144K 1.43% 15
2023
Q1 		$17.1M Sell
36,215
-386
-1% -$186K 1.51% 14
2022
Q4 		$19.4M Sell
36,601
-1,358
-4% -$719K 1.76% 11
2022
Q3 		$19.2M Sell
37,959
-677
-2% -$356K 1.82% 10
2022
Q2 		$19.8M Sell
38,636
-1,121
-3% -$563K 1.74% 10
2022
Q1 		$20.3M Sell
39,757
-469
-1% -$226K 1.48% 14
2021
Q4 		$20.2M Sell
40,226
-490
-1% -$222K 1.4% 15
2021
Q3 		$15.9M Sell
40,716
-502
-1% -$208K 1.21% 19
2021
Q2 		$16.5M Sell
41,218
-1,671
-4% -$666K 1.26% 18
2021
Q1 		$16M Buy
42,889
+212
+0.5% +$73.5K 1.31% 18
2020
Q4 		$15M Sell
42,677
-126
-0.3% -$42.2K 1.3% 18
2020
Q3 		$13.3M Sell
42,803
-664
-2% -$204K 1.33% 19
2020
Q2 		$12.8M Sell
43,467
-160
-0.4% -$45.8K 1.4% 17
2020
Q1 		$10.9M Sell
43,627
-2,996
-6% -$824K 1.43% 20
2019
Q4 		$13.7M Sell
46,623
-435
-0.9% -$114K 1.38% 19
2019
Q3 		$10.2M Sell
47,058
-1,027
-2% -$248K 1.12% 30
2019
Q2 		$11.7M Sell
48,085
-1,758
-4% -$423K 1.27% 22
2019
Q1 		$12.3M Buy
49,843
+4,898
+11% +$1.25M 1.35% 20
2018
Q4 		$11.2M Buy
44,945
+1,116
+3% +$295K 1.37% 20
2018
Q3 		$11.7M Buy
43,829
+12,401
+39% +$3.23M 1.15% 27
2018
Q2 		$7.71M Buy
31,428
+4,271
+16% +$1.03M 0.79% 43
2018
Q1 		$5.81M Buy
27,157
+7,050
+35% +$1.61M 0.59% 52
2017
Q4 		$4.43M Buy
20,107
+9,828
+96% +$2.08M 0.44% 65
2017
Q3 		$2.01M Buy
10,279
+251
+3% +$48.5K 0.21% 96
2017
Q2 		$1.86M Buy
10,028
+2,903
+41% +$509K 0.21% 97
2017
Q1 		$1.17M Buy
7,125
+885
+14% +$145K 0.13% 117
2016
Q4 		$999K Sell
6,240
-60
-1% -$8.96K 0.12% 116
2016
Q3 		$882K Buy
6,300
+1,410
+29% +$197K 0.11% 120
2016
Q2 		$690K Sell
4,890
-115
-2% -$15.3K 0.1% 137
2016
Q1 		$645K Hold
5,005
– – 0.09% 135
2015
Q4 		$589K Sell
5,005
-162
-3% -$18.9K 0.08% 139
2015
Q3 		$599K Hold
5,167
– – 0.09% 137
2015
Q2 		$630K Sell
5,167
-58
-1% -$6.86K 0.09% 138
2015
Q1 		$618K Buy
+5,225
New +$580K 0.09% 146
2014
Q2 		– Sell
-3,070
Closed -$252K – 248
2014
Q1 		$252K Sell
3,070
-165
-5% -$12.4K 0.03% 233
2013
Q4 		$244K Hold
3,235
– – 0.03% 227
2013
Q3 		$232K Buy
+3,235
New +$232K 0.04% 223

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Patten & Patten's UNH Position: Q1 2026 in Review

Patten & Patten reduced its UnitedHealth (UNH) stake by 6.3% in Q1 2026, selling an estimated $903K and leaving 44,990 shares worth $12.2M. The position accounts for 0.73% of the portfolio, ranked #40.

Patten & Patten first reported a position in UNH in Q3 2013 and has held it in 48 quarters since. The position peaked at $23M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Patten & Patten held 44,990 shares of UnitedHealth worth $12.2M as of Q1 2026.
  • Patten & Patten sold 3,031 UnitedHealth shares in Q1 2026, an estimated $903K.
  • UnitedHealth made up 0.73% of Patten & Patten's portfolio in Q1 2026, its #40 holding.
  • Patten & Patten first reported a position in UnitedHealth in Q3 2013 and has held it in 48 quarters since.
  • Patten & Patten's UnitedHealth position peaked at $23M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.