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Patton Albertson Miller Group’s UnitedHealth UNH Stock Holding History

Patton Albertson Miller 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
Q2 		$934K Sell
2,248
-109
-5% -$40.4K 0.09% 125
2026
Q1 		$638K Sell
2,357
-331
-12% -$98.6K 0.08% 141
2025
Q4 		$887K Buy
2,688
+188
+8% +$63.7K 0.1% 129
2025
Q3 		$863K Sell
2,500
-390
-13% -$118K 0.1% 125
2025
Q2 		$902K Buy
2,890
+45
+2% +$17.2K 0.12% 123
2025
Q1 		$1.49M Sell
2,845
-36
-1% -$18.4K 0.22% 97
2024
Q4 		$1.46M Sell
2,881
-25
-0.9% -$14.2K 0.2% 97
2024
Q3 		$1.7M Sell
2,906
-8
-0.3% -$4.53K 0.23% 90
2024
Q2 		$1.48M Sell
2,914
-5
-0.2% -$2.45K 0.21% 91
2024
Q1 		$1.44M Sell
2,919
-122
-4% -$62K 0.22% 96
2023
Q4 		$1.6M Buy
3,041
+150
+5% +$80K 0.27% 91
2023
Q3 		$1.46M Buy
2,891
+1
+0% +$492 0.29% 96
2023
Q2 		$1.39M Sell
2,890
-24
-0.8% -$11.7K 0.27% 98
2023
Q1 		$1.38M Sell
2,914
-10
-0.3% -$4.83K 0.25% 103
2022
Q4 		$1.55M Sell
2,924
-17
-0.6% -$9.01K 0.28% 93
2022
Q3 		$1.49M Sell
2,941
-42
-1% -$22.1K 0.32% 89
2022
Q2 		$1.53M Sell
2,983
-10
-0.3% -$5.02K 0.31% 97
2022
Q1 		$1.53M Buy
2,993
+140
+5% +$67.5K 0.26% 105
2021
Q4 		$1.43M Buy
2,853
+149
+6% +$67.4K 0.23% 113
2021
Q3 		$1.06M Buy
+2,704
New +$1.12M 0.2% 123
2018
Q4 		– Sell
-226
Closed -$58K – 261
2018
Q3 		$58K Buy
+226
New +$58.8K 0.03% 168

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Patton Albertson Miller Group's UNH Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its UnitedHealth (UNH) stake by 4.6% in Q2 2026, selling an estimated $40.4K and leaving 2,248 shares worth $934K. The position accounts for 0.09% of the portfolio, ranked #125.

Patton Albertson Miller Group first reported a position in UNH in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.7M in Q3 2024. 1,060 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Patton Albertson Miller Group held 2,248 shares of UnitedHealth worth $934K as of Q2 2026.
  • Patton Albertson Miller Group sold 109 UnitedHealth shares in Q2 2026, an estimated $40.4K.
  • UnitedHealth made up 0.09% of Patton Albertson Miller Group's portfolio in Q2 2026, its #125 holding.
  • Patton Albertson Miller Group first reported a position in UnitedHealth in Q3 2018 and has held it in 21 quarters since.
  • Patton Albertson Miller Group's UnitedHealth position peaked at $1.7M in Q3 2024.
  • 1,060 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.