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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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return