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Stonegate Investment Group, LLC

SEC CIK
0001904154
Latest filing
Nov 3, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Stonegate Investment Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q3 2025 holdings

Shares (Q3 2025)
6,291
Value
$2.17M
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of UNH by Stonegate Investment Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,291$2.17M0.1%−2,762−30.5%ReducedHolders
Q2 20259,053$2.82M0.1%−1,341−12.9%ReducedHolders
Q1 202510,394$5.44M0.1%−7,261−41.1%ReducedHolders
Q4 202417,655$8.93M0.2%+663+3.9%AddedHolders
Q3 202416,992$9.93M0.3%−251−1.5%ReducedHolders
Q2 202417,243$8.78M0.3%−488−2.8%ReducedHolders
Q1 202417,731$8.77M0.3%+629+3.7%AddedHolders
Q4 202317,102$9.00M0.3%00.0%UnchangedHolders
Q3 202317,102$8.62M0.3%−204−1.2%ReducedHolders
Q2 202317,306$8.32M0.3%+144+0.8%AddedHolders
Q1 202317,162$8.11M0.3%+1,273+8.0%AddedHolders
Q4 202215,889$8.42M0.4%+739+4.9%AddedHolders
Q3 202215,150$7.65M0.4%−469−3.0%ReducedHolders
Q2 202215,619$8.02M0.4%+2,311+17.4%AddedHolders
Q1 202213,308$6.79M0.2%−101−0.8%ReducedHolders
Q4 202113,409$6.73M0.3%–No prior filingHolders