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UnitedHealth shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Stephenson National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $875k 1.5k 584.68
2024-06-30 $750k 1.5k 509.26
2024-03-31 $776k 1.6k 494.70
2023-12-31 $900k 1.7k 526.47
2023-09-30 $889k 1.8k 504.19
2023-06-30 $798k 1.7k 480.64
2023-03-31 $782k 1.7k 472.59
2022-12-31 $796k 1.5k 529.96
2022-09-30 $700k 1.4k 504.69
2022-06-30 $813k 1.6k 513.91
2022-03-31 $658k 1.3k 510.08
2021-12-31 $638k 1.3k 502.36
2021-09-30 $497k 1.3k 391.03
2021-06-30 $459k 1.1k 400.52
2021-03-31 $333k 895 372.07
2020-12-31 $314k 895 350.84
2020-09-30 $205k 656 312.50
2020-06-30 $237k 805 294.41
2020-03-31 $201k 805 249.69
2019-12-31 $283k 961 294.48