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Patten & Patten Inc

SEC CIK
0001044905
Latest filing
Aug 5, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
43,934
Value
$18.3M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of UNH by Patten & Patten Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,934$18.3M1.0%−1,056−2.3%ReducedHolders
Q1 202644,990$12.2M0.7%−3,031−6.3%ReducedHolders
Q4 202548,021$15.9M0.9%−4,568−8.7%ReducedHolders
Q3 202552,589$18.2M1.1%+688+1.3%AddedHolders
Q2 202551,901$16.2M1.0%+10,893+26.6%AddedHolders
Q1 202541,008$21.5M1.4%+731+1.8%AddedHolders
Q4 202440,277$20.4M1.3%+870+2.2%AddedHolders
Q3 202439,407$23.0M1.5%−709−1.8%ReducedHolders
Q2 202440,116$20.4M1.4%+366+0.9%AddedHolders
Q1 202439,750$19.7M1.4%+497+1.3%AddedHolders
Q4 202339,253$20.7M1.7%−1,222−3.0%ReducedHolders
Q3 202340,475$20.4M1.8%+4,555+12.7%AddedHolders
Q2 202335,920$17.3M1.4%−295−0.8%ReducedHolders
Q1 202336,215$17.1M1.5%−386−1.1%ReducedHolders
Q4 202236,601$19.4M1.8%−1,358−3.6%ReducedHolders
Q3 202237,959$19.2M1.8%−677−1.8%ReducedHolders
Q2 202238,636$19.8M1.7%−1,121−2.8%ReducedHolders
Q1 202239,757$20.3M1.5%−469−1.2%ReducedHolders
Q4 202140,226$20.2M1.4%−490−1.2%ReducedHolders
Q3 202140,716$15.9M1.2%−502−1.2%ReducedHolders
Q2 202141,218$16.5M1.3%−1,671−3.9%ReducedHolders
Q1 202142,889$16.0M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.