Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,154,620
-$525,202 QoQ
Shares Held
2,778
-55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,718
of 3,349 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026STONERIDGE INVESTMENT PARTNERS LLC holds $2,152,770 across 2 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,778 | $1,154,620 | |
| 2 | ELV |
Elevance Health, Inc.
|
2,581 | $998,150 |
All Filings in UNH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,620 | 2,778 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,679,822 | 6,208 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $853,334 | 2,585 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $1,465,947 | 4,699 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 | $897,037 | 1,759 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||