UnitedHealth shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in UnitedHealth
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All positions including UnitedHealth held by Stamos Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 8.5k | 584.68 |
| 2024-06-30 | $6.2M | 12k | 509.26 |
| 2024-03-31 | $5.0M | 10k | 494.70 |
| 2023-12-31 | $3.0M | 5.6k | 526.47 |
| 2023-09-30 | $4.7M | 9.4k | 504.19 |
| 2023-06-30 | $3.7M | 7.7k | 480.64 |
| 2023-03-31 | $3.0M | 6.3k | 472.59 |
| 2022-12-31 | $1.0M | 1.9k | 530.18 |
| 2022-09-30 | $5.0M | 9.8k | 505.09 |
| 2022-06-30 | $1.5M | 3.0k | 513.67 |
| 2020-09-30 | $1.3M | 4.1k | 311.71 |
| 2020-06-30 | $1.2M | 4.1k | 294.88 |
| 2020-03-31 | $2.5M | 10k | 249.38 |
| 2019-12-31 | $498k | 1.7k | 293.81 |
| 2019-09-30 | $1.1M | 5.0k | 217.40 |
| 2019-06-30 | $485k | 2.0k | 242.50 |
| 2019-03-31 | $1.0M | 4.1k | 246.10 |
| 2018-12-31 | $2.2M | 9.0k | 249.11 |