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Stonebrook Private’s UnitedHealth UNH Stock Holding History

Stonebrook Private’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 		$1.2M Buy
2,881
+771
+37% +$286K 0.22% 74
2026
Q1 		$571K Sell
2,110
-190
-8% -$56.6K 0.12% 111
2025
Q4 		$759K Sell
2,300
-3,956
-63% -$1.34M 0.16% 91
2025
Q3 		$2.16M Buy
6,256
+253
+4% +$76.5K 0.47% 59
2025
Q2 		$1.89M Sell
6,003
-331
-5% -$127K 0.44% 61
2025
Q1 		$3.32M Buy
6,334
+263
+4% +$134K 0.86% 28
2024
Q4 		$3.07M Buy
6,071
+618
+11% +$351K 0.8% 32
2024
Q3 		$3.19M Buy
5,453
+2,879
+112% +$1.63M 0.84% 31
2024
Q2 		$1.31M Sell
2,574
-259
-9% -$127K 0.38% 66
2024
Q1 		$1.4M Buy
2,833
+7
+0.2% +$3.56K 0.41% 61
2023
Q4 		$1.49M Buy
+2,826
New +$1.51M 0.5% 50

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 $3.38T AUM 44.17% 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

Stonebrook Private's UNH Position: Q2 2026 in Review

Stonebrook Private increased its UnitedHealth (UNH) stake by 37% in Q2 2026, buying an estimated $286K and bringing the position to 2,881 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #74.

Stonebrook Private first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stonebrook Private held 2,881 shares of UnitedHealth worth $1.2M as of Q2 2026.
  • Stonebrook Private bought 771 UnitedHealth shares in Q2 2026, an estimated $286K.
  • UnitedHealth made up 0.22% of Stonebrook Private's portfolio in Q2 2026, its #74 holding.
  • Stonebrook Private first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's UnitedHealth position peaked at $3.32M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.