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UnitedHealth shares owned by Stonebridge Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stonebridge Financial Group from 13F filings

Historical chart of Stonebridge Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Stonebridge Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 543 415.55
2025-03-31 $211k 402 523.75
2024-12-31 $5.4M 11k 505.84

More positions owned by Stonebridge Financial Group

Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Series Trust ST STR P500GRW (SPYG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Stonebridge Financial Group

Top funds holding UnitedHealth

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View all funds holding UnitedHealth