Stoneridge Investment Partners’s UnitedHealth UNH Stock Holding History

Stoneridge Investment Partners’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	$1.15M	Sell	2,778 -3,430	-55%	-$1.27M	0.75%	25
2026 Q1	$1.68M	Buy	6,208 +3,623	+140%	+$1.08M	1.22%	21
2025 Q4	$853K	Buy	+2,585	New	+$876K	0.59%	43
2025 Q3	–	Sell	-4,699	Closed	-$1.47M	–	154
2025 Q2	$1.47M	Buy	+4,699	New	+$1.8M	1.1%	30
2022 Q2	–	Sell	-1,759	Closed	-$897K	–	111
2022 Q1	$897K	Buy	+1,759	New	+$848K	0.42%	62
2013 Q3	–	Sell	-29,316	Closed	-$1.92M	–	232
2013 Q2	$1.92M	Buy	+29,316	New	+$1.82M	0.45%	74

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stoneridge Investment Partners's UNH Position: Q2 2026 in Review

Stoneridge Investment Partners reduced its UnitedHealth (UNH) stake by 55% in Q2 2026, selling an estimated $1.27M and leaving 2,778 shares worth $1.15M. The position accounts for 0.75% of the portfolio, ranked #25.

Stoneridge Investment Partners first reported a position in UNH in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.92M in Q2 2013. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Stoneridge Investment Partners held 2,778 shares of UnitedHealth worth $1.15M as of Q2 2026.
Stoneridge Investment Partners sold 3,430 UnitedHealth shares in Q2 2026, an estimated $1.27M.
UnitedHealth made up 0.75% of Stoneridge Investment Partners's portfolio in Q2 2026, its #25 holding.
Stoneridge Investment Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 6 quarters since.
Stoneridge Investment Partners's UnitedHealth position peaked at $1.92M in Q2 2013.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.