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UnitedHealth shares owned by Steward Financial Group

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

Historical chart of Steward Financial Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Steward Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $854k 1.7k 503.83
2023-06-30 $803k 1.7k 480.26
2023-03-31 $785k 1.7k 472.32
2022-12-31 $815k 1.5k 529.91
2022-09-30 $679k 1.3k 504.83
2022-06-30 $576k 1.1k 513.37
2022-03-31 $639k 1.3k 509.98
2021-12-31 $484k 964 502.07