UnitedHealth shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Stokes Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 20k | 584.68 |
| 2024-06-30 | $10M | 20k | 509.27 |
| 2024-03-31 | $9.5M | 19k | 494.71 |
| 2023-12-31 | $9.7M | 18k | 526.48 |
| 2023-09-30 | $8.8M | 18k | 504.20 |
| 2023-06-30 | $8.2M | 17k | 480.65 |
| 2023-03-31 | $7.8M | 17k | 472.60 |
| 2022-12-31 | $8.1M | 15k | 530.19 |
| 2022-09-30 | $7.6M | 15k | 505.07 |
| 2022-06-30 | $7.8M | 15k | 513.67 |
| 2022-03-31 | $7.6M | 15k | 509.97 |
| 2021-12-31 | $7.3M | 15k | 502.11 |
| 2021-09-30 | $5.7M | 15k | 390.74 |
| 2021-06-30 | $5.8M | 14k | 400.46 |
| 2021-03-31 | $4.7M | 13k | 372.05 |
| 2020-12-31 | $4.0M | 11k | 350.71 |
| 2020-09-30 | $3.4M | 11k | 311.74 |
| 2020-06-30 | $3.2M | 11k | 294.94 |
| 2020-03-31 | $2.8M | 11k | 249.37 |
| 2019-12-31 | $3.2M | 11k | 294.01 |
| 2019-09-30 | $2.5M | 11k | 217.29 |
| 2019-06-30 | $2.4M | 10k | 244.02 |
| 2019-03-31 | $2.2M | 9.0k | 247.27 |
| 2018-12-31 | $1.4M | 5.6k | 249.11 |
| 2018-09-30 | $1.1M | 3.9k | 266.16 |