Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,905,738
+$5,041,380 QoQ
Shares Held
35,863
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#615
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Stonebridge Capital Advisors LLC holds $15,200,570 across 2 Healthcare Plans names. UNH ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
35,863 | $14,905,738 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,850 | $294,832 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,905,738 | 35,863 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,864,358 | 36,455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,670,572 | 29,295 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,321,017 | 29,890 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,342,877 | 29,948 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $17,520,485 | 33,452 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,508,235 | 32,634 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,280,020 | 31,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,107,893 | 31,630 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,891,387 | 26,059 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,607,377 | 23,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,979,554 | 23,760 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,912,931 | 22,705 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $10,371,460 | 21,946 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,551,031 | 21,787 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,818,966 | 21,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,949,564 | 21,318 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,727,218 | 21,035 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,275,792 | 20,464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,803,859 | 19,972 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,442,978 | 18,587 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,915,665 | 18,587 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,379,570 | 18,192 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $5,604,689 | 17,977 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $5,388,146 | 18,268 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,781,113 | 19,172 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||