Stonebridge Financial Group, LLC / MO
Position in UNH — Unitedhealth Group Inc
CIK 2109198
ST. LOUIS, MO
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$289,278
+$66,784 QoQ
Shares Held
696
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,741
of 3,349 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Stonebridge Financial Group, LLC / MO holds $508,719 across 2 Healthcare Plans names. UNH ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
696 | $289,278 | |
| 2 | CI |
Cigna Group
|
796 | $219,441 |
All Filings in UNH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,278 | 696 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $222,494 | 674 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||