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UnitedHealth shares owned by Stack Financial Management

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

Historical chart of Stack Financial Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Stack Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $27M 51k 526.47
2023-09-30 $26M 52k 504.19
2023-06-30 $25M 52k 480.64
2023-03-31 $24M 52k 472.59
2022-12-31 $27M 50k 530.18
2022-09-30 $25M 50k 505.05
2022-06-30 $26M 50k 513.63
2022-03-31 $26M 50k 509.97
2021-12-31 $25M 50k 502.14
2021-09-30 $20M 50k 390.73
2021-06-30 $20M 51k 400.43
2021-03-31 $19M 50k 372.06
2020-12-31 $18M 50k 350.68
2020-09-30 $16M 50k 311.77
2020-06-30 $15M 50k 294.96
2020-03-31 $12M 49k 249.39