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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stonebrook Private's UNH Position: Q1 2026 in Review

Stonebrook Private reduced its UnitedHealth (UNH) stake by 8.3% in Q1 2026, selling an estimated $56.6K and leaving 2,110 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #111.

Stonebrook Private first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.32M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Stonebrook Private held 2,110 shares of UnitedHealth worth $571K as of Q1 2026.
Stonebrook Private sold 190 UnitedHealth shares in Q1 2026, an estimated $56.6K.
UnitedHealth made up 0.12% of Stonebrook Private's portfolio in Q1 2026, its #111 holding.
Stonebrook Private first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Stonebrook Private's UnitedHealth position peaked at $3.32M in Q1 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.