PATRICK M SWEENEY & ASSOCIATES, INC
Position in UNH — Unitedhealth Group Inc
CIK 2010453
LIBERTYVILLE, IL
Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$861,185
+$318,111 QoQ
Shares Held
2,072
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,923
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $4,925,263 across 3 Healthcare Plans names. UNH ranks #2 (17.5% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,185 | 2,072 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $543,074 | 2,007 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $662,530 | 2,007 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $704,412 | 2,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $655,137 | 2,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,099,875 | 2,100 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,062,306 | 2,100 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,220,227 | 2,087 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,013,936 | 1,991 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $938,940 | 1,898 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,025,563 | 1,948 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||