SCA
UNH icon

Stonebridge Capital Advisors’s UnitedHealth UNH Stock Holding History

Stonebridge 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
2026
Q1 		$9.86M Buy
36,455
+7,160
+24% +$2.13M 0.69% 51
2025
Q4 		$9.67M Sell
29,295
-595
-2% -$202K 0.67% 48
2025
Q3 		$10.3M Sell
29,890
-58
-0.2% -$17.5K 0.74% 46
2025
Q2 		$9.34M Sell
29,948
-3,504
-10% -$1.34M 0.71% 48
2025
Q1 		$17.5M Buy
33,452
+818
+3% +$418K 1.43% 22
2024
Q4 		$16.5M Buy
32,634
+1,369
+4% +$778K 1.33% 23
2024
Q3 		$18.3M Sell
31,265
-365
-1% -$206K 1.49% 20
2024
Q2 		$16.1M Buy
31,630
+5,571
+21% +$2.73M 1.42% 23
2024
Q1 		$12.9M Buy
26,059
+2,112
+9% +$1.07M 1.16% 28
2023
Q4 		$12.6M Buy
23,947
+187
+0.8% +$99.7K 1.27% 24
2023
Q3 		$12M Buy
23,760
+1,055
+5% +$519K 1.32% 24
2023
Q2 		$10.9M Buy
22,705
+759
+3% +$371K 1.16% 28
2023
Q1 		$10.4M Buy
21,946
+159
+0.7% +$76.7K 1.18% 30
2022
Q4 		$11.6M Buy
21,787
+365
+2% +$193K 1.37% 22
2022
Q3 		$10.8M Buy
21,422
+104
+0.5% +$54.7K 1.39% 23
2022
Q2 		$10.9M Buy
21,318
+283
+1% +$142K 1.33% 22
2022
Q1 		$10.7M Buy
21,035
+571
+3% +$275K 1.16% 30
2021
Q4 		$10.3M Buy
20,464
+492
+2% +$223K 1.13% 33
2021
Q3 		$7.8M Sell
19,972
-17,530
-47% -$7.26M 0.95% 40
2021
Q2 		$14.5M Buy
37,502
+18,915
+102% +$7.54M 0.92% 43
2021
Q1 		$6.92M Buy
18,587
+395
+2% +$137K 0.92% 43
2020
Q4 		$6.38M Buy
18,192
+215
+1% +$72.1K 0.97% 40
2020
Q3 		$5.61M Sell
17,977
-291
-2% -$89.4K 1.01% 41
2020
Q2 		$5.39M Sell
18,268
-904
-5% -$259K 1% 37
2020
Q1 		$4.78M Sell
19,172
-355
-2% -$97.7K 1.01% 37
2019
Q4 		$5.74M Buy
19,527
+74
+0.4% +$19.4K 0.94% 44
2019
Q3 		$4.23M Buy
19,453
+14,703
+310% +$3.55M 0.73% 52
2019
Q2 		$1.16M Sell
4,750
-2,447
-34% -$589K 0.21% 99
2019
Q1 		$1.78M Sell
7,197
-142
-2% -$36.2K 0.33% 83
2018
Q4 		$1.83M Sell
7,339
-14
-0.2% -$3.7K 0.43% 69
2018
Q3 		$1.96M Sell
7,353
-1,472
-17% -$383K 0.39% 76
2018
Q2 		$2.17M Sell
8,825
-740
-8% -$178K 0.47% 66
2018
Q1 		$2.05M Buy
9,565
+1,051
+12% +$240K 0.47% 67
2017
Q4 		$1.88M Buy
8,514
+2,805
+49% +$594K 0.43% 71
2017
Q3 		$1.12M Sell
5,709
-81
-1% -$15.6K 0.27% 89
2017
Q2 		$1.07M Sell
5,790
-50
-0.9% -$8.77K 0.28% 89
2017
Q1 		$958K Buy
5,840
+3,430
+142% +$562K 0.26% 95
2016
Q4 		$386K Sell
2,410
-196
-8% -$29.3K 0.11% 116
2016
Q3 		$365K Sell
2,606
-781
-23% -$109K 0.11% 120
2016
Q2 		$478K Buy
3,387
+756
+29% +$101K 0.16% 110
2016
Q1 		$339K Buy
2,631
+806
+44% +$95.3K 0.12% 117
2015
Q4 		$215K Buy
1,825
+50
+3% +$5.84K 0.08% 136
2015
Q3 		$206K Buy
+1,775
New +$212K 0.08% 135

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

Stonebridge Capital Advisors's UNH Position: Q1 2026 in Review

Stonebridge Capital Advisors increased its UnitedHealth (UNH) stake by 24% in Q1 2026, buying an estimated $2.13M and bringing the position to 36,455 shares worth $9.86M. The position accounts for 0.69% of the portfolio, ranked #51.

Stonebridge Capital Advisors first reported a position in UNH in Q3 2015 and has held it in 43 quarters since. The position peaked at $18.3M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Stonebridge Capital Advisors held 36,455 shares of UnitedHealth worth $9.86M as of Q1 2026.
  • Stonebridge Capital Advisors bought 7,160 UnitedHealth shares in Q1 2026, an estimated $2.13M.
  • UnitedHealth made up 0.69% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • Stonebridge Capital Advisors first reported a position in UnitedHealth in Q3 2015 and has held it in 43 quarters since.
  • Stonebridge Capital Advisors's UnitedHealth position peaked at $18.3M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.