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Stonegate Investment Group’s UnitedHealth UNH Stock Holding History

Stonegate Investment 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 		$2.17M Sell
6,291
-2,762
-31% -$835K 0.05% 126
2025
Q2 		$2.82M Sell
9,053
-1,341
-13% -$513K 0.07% 109
2025
Q1 		$5.44M Sell
10,394
-7,261
-41% -$3.71M 0.15% 65
2024
Q4 		$8.93M Buy
17,655
+663
+4% +$377K 0.24% 54
2024
Q3 		$9.93M Sell
16,992
-251
-1% -$142K 0.26% 52
2024
Q2 		$8.78M Sell
17,243
-488
-3% -$239K 0.25% 51
2024
Q1 		$8.77M Buy
17,731
+629
+4% +$320K 0.28% 53
2023
Q4 		$9M Hold
17,102
– – 0.3% 50
2023
Q3 		$8.62M Sell
17,102
-204
-1% -$100K 0.31% 47
2023
Q2 		$8.32M Buy
17,306
+144
+0.8% +$70.4K 0.3% 52
2023
Q1 		$8.11M Buy
17,162
+1,273
+8% +$614K 0.3% 49
2022
Q4 		$8.42M Buy
15,889
+739
+5% +$391K 0.36% 45
2022
Q3 		$7.65M Sell
15,150
-469
-3% -$247K 0.35% 48
2022
Q2 		$8.02M Buy
15,619
+2,311
+17% +$1.16M 0.35% 53
2022
Q1 		$6.79M Sell
13,308
-101
-0.8% -$48.7K 0.22% 59
2021
Q4 		$6.73M Buy
+13,409
New +$6.07M 0.28% 60

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

Stonegate Investment Group's UNH Position: Q3 2025 in Review

Stonegate Investment Group reduced its UnitedHealth (UNH) stake by 31% in Q3 2025, selling an estimated $835K and leaving 6,291 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #126.

Stonegate Investment Group first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.93M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Stonegate Investment Group held 6,291 shares of UnitedHealth worth $2.17M as of Q3 2025.
  • Stonegate Investment Group sold 2,762 UnitedHealth shares in Q3 2025, an estimated $835K.
  • UnitedHealth made up 0.05% of Stonegate Investment Group's portfolio in Q3 2025, its #126 holding.
  • Stonegate Investment Group first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's UnitedHealth position peaked at $9.93M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.