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Cobblestone Capital Advisors’s UnitedHealth UNH Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$962K Sell
2,785
-395
-12% -$119K 0.05% 146
2025
Q2 		$992K Sell
3,180
-230
-7% -$87.9K 0.05% 141
2025
Q1 		$1.79M Sell
3,410
-49
-1% -$25K 0.1% 88
2024
Q4 		$1.75M Sell
3,459
-17
-0.5% -$9.66K 0.1% 93
2024
Q3 		$2.03M Buy
3,476
+33
+1% +$18.7K 0.11% 82
2024
Q2 		$1.75M Sell
3,443
-41
-1% -$20.1K 0.11% 82
2024
Q1 		$1.72M Sell
3,484
-220
-6% -$112K 0.11% 86
2023
Q4 		$1.95M Sell
3,704
-94
-2% -$50.1K 0.13% 76
2023
Q3 		$1.91M Sell
3,798
-129
-3% -$63.5K 0.14% 71
2023
Q2 		$1.89M Hold
3,927
– – 0.13% 75
2023
Q1 		$1.86M Sell
3,927
-70
-2% -$33.8K 0.14% 78
2022
Q4 		$2.12M Sell
3,997
-20
-0.5% -$10.6K 0.16% 74
2022
Q3 		$2.03M Sell
4,017
-115
-3% -$60.5K 0.17% 64
2022
Q2 		$2.12M Buy
4,132
+532
+15% +$267K 0.16% 69
2022
Q1 		$1.84M Hold
3,600
– – 0.12% 77
2021
Q4 		$1.81M Sell
3,600
-88
-2% -$39.8K 0.12% 83
2021
Q3 		$1.44M Sell
3,688
-83
-2% -$34.4K 0.1% 94
2021
Q2 		$1.51M Buy
3,771
+8
+0.2% +$3.19K 0.1% 95
2021
Q1 		$1.4M Buy
3,763
+475
+14% +$165K 0.1% 95
2020
Q4 		$1.15M Sell
3,288
-77
-2% -$25.8K 0.09% 103
2020
Q3 		$1.05M Sell
3,365
-318
-9% -$97.7K 0.09% 100
2020
Q2 		$1.09M Sell
3,683
-3,903
-51% -$1.12M 0.1% 94
2020
Q1 		$1.89M Buy
7,586
+4,336
+133% +$1.19M 0.2% 64
2019
Q4 		$955K Hold
3,250
– – 0.09% 107
2019
Q3 		$706K Sell
3,250
-123
-4% -$29.7K 0.07% 119
2019
Q2 		$823K Sell
3,373
-294
-8% -$70.7K 0.07% 117
2019
Q1 		$907K Buy
3,667
+1,302
+55% +$332K 0.08% 102
2018
Q4 		$589K Buy
2,365
+300
+15% +$79.2K 0.06% 128
2018
Q3 		$549K Sell
2,065
-50
-2% -$13K 0.05% 141
2018
Q2 		$519K Buy
2,115
+116
+6% +$27.9K 0.05% 145
2018
Q1 		$428K Buy
1,999
+200
+11% +$45.7K 0.04% 168
2017
Q4 		$397K Hold
1,799
– – 0.04% 178
2017
Q3 		$352K Hold
1,799
– – 0.04% 154
2017
Q2 		$334K Buy
1,799
+79
+5% +$13.9K 0.04% 152
2017
Q1 		$282K Hold
1,720
– – 0.04% 163
2016
Q4 		$275K Sell
1,720
-1,155
-40% -$173K 0.04% 165
2016
Q3 		$402K Sell
2,875
-130
-4% -$18.2K 0.06% 138
2016
Q2 		$424K Sell
3,005
-415
-12% -$55.3K 0.06% 133
2016
Q1 		$441K Buy
3,420
+1,060
+45% +$125K 0.06% 132
2015
Q4 		$278K Sell
2,360
-20
-0.8% -$2.34K 0.04% 159
2015
Q3 		$276K Sell
2,380
-83
-3% -$9.93K 0.04% 147
2015
Q2 		$300K Buy
2,463
+660
+37% +$78.1K 0.05% 141
2015
Q1 		$213K Buy
+1,803
New +$200K 0.03% 159
2013
Q4 		– Sell
-6,926
Closed -$496K – 162
2013
Q3 		$496K Sell
6,926
-39,448
-85% -$2.82M 0.1% 105
2013
Q2 		$3.04M Buy
+46,374
New +$2.89M 0.67% 49

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cobblestone Capital Advisors's UNH Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its UnitedHealth (UNH) stake by 12% in Q3 2025, selling an estimated $119K and leaving 2,785 shares worth $962K. The position accounts for 0.05% of the portfolio, ranked #146.

Cobblestone Capital Advisors first reported a position in UNH in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.04M in Q2 2013. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Cobblestone Capital Advisors held 2,785 shares of UnitedHealth worth $962K as of Q3 2025.
  • Cobblestone Capital Advisors sold 395 UnitedHealth shares in Q3 2025, an estimated $119K.
  • UnitedHealth made up 0.05% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #146 holding.
  • Cobblestone Capital Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 45 quarters since.
  • Cobblestone Capital Advisors's UnitedHealth position peaked at $3.04M in Q2 2013.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.