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Stonebridge Financial Group (Missouri)’s UnitedHealth UNH Stock Holding History

Stonebridge Financial Group (Missouri)’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
Q2 		$289K Buy
+696
New +$258K 0.19% 119
2026
Q1 		– Sell
-674
Closed -$223K – 176
2025
Q4 		$223K Buy
+674
New +$228K 0.19% 145

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s UNH Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) opened a new position in UnitedHealth (UNH) in Q2 2026: 696 shares worth $289K. The stake represents 0.19% of the portfolio and ranks #119 among its holdings. This is a return to the name: Stonebridge Financial Group (Missouri) previously reported a position in UNH as recently as Q4 2025.

Stonebridge Financial Group (Missouri) first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 696 shares of UnitedHealth worth $289K as of Q2 2026.
  • UnitedHealth was a new Stonebridge Financial Group (Missouri) position in Q2 2026.
  • UnitedHealth made up 0.19% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #119 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.