Hedge Fund - Stamos Capital
Unitedhealth Group Inc (UNH)
Holding History Records
| No. | Filing Period | Value | % of Portfolio | Number of Shares | Avg. Quarterly Share Price |
|---|---|---|---|---|---|
| 1 | 2025 - Q4 (2025-12-31) | $13,881,125 | 2.23% | 42,050 | $338.89 |
| 2 | 2025 - Q3 (2025-09-30) | $11,732,949 | 2.21% | 33,979 | $302.44 |
| 3 | 2025 - Q2 (2025-06-30) | $17,591,988 | 3.16% | 56,390 | $382.19 |
| 4 | 2025 - Q1 (2025-03-31) | $6,217,960 | 1.63% | 11,872 | $511.20 |
| 5 | 2024 - Q4 (2024-12-31) | $5,033,307 | 1.18% | 9,950 | $568.18 |
| 6 | 2024 - Q3 (2024-09-30) | $4,963,933 | 1.16% | 8,490 | $565.61 |
| 7 | 2024 - Q2 (2024-06-30) | $6,162,046 | 1.3% | 12,100 | $490.13 |
| 8 | 2024 - Q1 (2024-03-31) | $5,016,258 | 1.13% | 10,140 | $508.38 |
| 9 | 2023 - Q4 (2023-12-31) | $2,969,291 | 0.8% | 5,640 | $533.34 |
| 10 | 2023 - Q3 (2023-09-30) | $4,724,260 | 1.05% | 9,370 | $492.14 |
| 11 | 2023 - Q2 (2023-06-30) | $3,696,122 | 0.86% | 7,690 | $488.98 |
| 12 | 2023 - Q1 (2023-03-31) | $2,986,769 | 0.77% | 6,320 | $482.57 |
| 13 | 2022 - Q4 (2022-12-31) | $1,002,040 | 0.31% | 1,890 | $529.71 |
| 14 | 2022 - Q3 (2022-09-30) | $4,965,000 | 1.26% | 9,830 | $525.83 |
| 15 | 2022 - Q2 (2022-06-30) | $1,541,000 | 0.46% | 3,000 | $502.19 |
| 16 | 2020 - Q4 (2020-12-31) | $0 | 0% | 0 | $335.20 |
| 17 | 2020 - Q3 (2020-09-30) | $1,278,000 | 0.47% | 4,100 | $307.17 |
| 18 | 2020 - Q2 (2020-06-30) | $1,209,000 | 0.69% | 4,100 | $286.54 |
| 19 | 2020 - Q1 (2020-03-31) | $2,511,000 | 1.32% | 10,069 | $275.18 |
| 20 | 2019 - Q4 (2019-12-31) | $498,000 | 0.4% | 1,695 | $261.62 |
| 21 | 2019 - Q3 (2019-09-30) | $1,087,000 | 0.96% | 5,000 | $241.29 |
| 22 | 2019 - Q2 (2019-06-30) | $485,000 | 0.48% | 2,000 | $240.52 |
| 23 | 2019 - Q1 (2019-03-31) | $1,009,000 | 1.29% | 4,100 | $255.02 |
| 24 | 2018 - Q4 (2018-12-31) | $2,242,000 | 1.69% | 9,000 | $264.16 |
The displayed share prices are average quarterly stock market prices.
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