PFM
UNH icon

Patton Fund Management’s UnitedHealth UNH Stock Holding History

Patton Fund Management’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
-656
Closed -$217K – 512
2025
Q4 		$217K Buy
+656
New +$222K 0.03% 413
2023
Q1 		– Sell
-378
Closed -$200K – 216
2022
Q4 		$200K Buy
+378
New +$200K 0.06% 211

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

Patton Fund Management's UNH Position: Q1 2026 in Review

Patton Fund Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 656 shares — an estimated $217K sold.

Patton Fund Management first reported a position in UNH in Q4 2022 and held it in 2 quarters. The position peaked at $217K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Patton Fund Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Patton Fund Management sold 656 UnitedHealth shares in Q1 2026, an estimated $217K.
  • Patton Fund Management first reported a position in UnitedHealth in Q4 2022 and held it in 2 quarters.
  • Patton Fund Management's UnitedHealth position peaked at $217K in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Patton Fund Management's 13F filing for Q1 2026, filed 22 Apr 2026.