SFGP
UNH icon

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

Stonebridge Financial Group (Pennsylvania)’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 		$226K Buy
+543
New +$201K 0.02% 256
2025
Q2 		– Sell
-402
Closed -$211K – 895
2025
Q1 		$211K Sell
402
-10,324
-96% -$5.28M 0.02% 213
2024
Q4 		$5.43M Buy
+10,726
New +$6.09M 0.6% 41

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) opened a new position in UnitedHealth (UNH) in Q2 2026: 543 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in UNH as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.43M in Q4 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 543 shares of UnitedHealth worth $226K as of Q2 2026.
  • UnitedHealth was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • UnitedHealth made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #256 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s UnitedHealth position peaked at $5.43M in Q4 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.