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Stonebridge Financial Planning Group’s UnitedHealth UNH Stock Holding History

Stonebridge Financial Planning Group’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 		– Sell
-745
Closed -$232K – 175
2025
Q2 		$232K Sell
745
-224
-23% -$85.6K 0.1% 156
2025
Q1 		$508K Sell
969
-221
-19% -$113K 0.23% 106
2024
Q4 		$602K Sell
1,190
-94
-7% -$53.4K 0.27% 96
2024
Q3 		$751K Sell
1,284
-2
-0.2% -$1.13K 0.36% 78
2024
Q2 		$655K Sell
1,286
-80
-6% -$39.2K 0.33% 84
2024
Q1 		$676K Hold
1,366
– – 0.36% 79
2023
Q4 		$719K Sell
1,366
-2
-0.1% -$1.07K 0.41% 68
2023
Q3 		$690K Sell
1,368
-38
-3% -$18.7K 0.44% 60
2023
Q2 		$676K Sell
1,406
-14
-1% -$6.85K 0.41% 65
2023
Q1 		$671K Buy
1,420
+299
+27% +$144K 0.43% 65
2022
Q4 		$594K Buy
1,121
+100
+10% +$53K 0.4% 71
2022
Q3 		$516K Buy
1,021
+115
+13% +$60.5K 0.36% 74
2022
Q2 		$465K Sell
906
-80
-8% -$40.2K 0.32% 72
2022
Q1 		$503K Sell
986
-1
-0.1% -$482 0.28% 75
2021
Q4 		$460K Buy
987
+220
+29% +$99.6K 0.24% 77
2021
Q3 		$351K Sell
767
-25
-3% -$10.4K 0.17% 96
2021
Q2 		$329K Buy
792
+35
+5% +$14K 0.17% 92
2021
Q1 		$285K Hold
757
– – 0.17% 91
2020
Q4 		$265K Hold
757
– – 0.17% 88
2020
Q3 		$250K Sell
757
-40
-5% -$12.3K 0.18% 80
2020
Q2 		$238K Buy
797
+75
+10% +$21.5K 0.2% 76
2020
Q1 		$193K Hold
722
– – 0.19% 79
2019
Q4 		$212K Buy
+722
New +$189K 0.19% 83

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

Stonebridge Financial Planning Group's UNH Position: Q3 2025 in Review

Stonebridge Financial Planning Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 745 shares — an estimated $232K sold.

Stonebridge Financial Planning Group first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $751K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Stonebridge Financial Planning Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 745 UnitedHealth shares in Q3 2025, an estimated $232K.
  • Stonebridge Financial Planning Group first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • Stonebridge Financial Planning Group's UnitedHealth position peaked at $751K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2025, filed 18 Nov 2025.