UNH UNITEDHEALTH GROUP INCORPORATE

Ownership history in Stolper Co  ·  24 quarters on record

This page tracks every 13F SEC filing in which Stolper Co reported a position in UNITEDHEALTH GROUP INCORPORATE (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.18% (2022 Q3)
Avg. % of fund
3.18%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,303 +387 +2.4% 1.59% $5.4M $327.56
2025 Q3 ADDED 15,916 +1 +0.0% 1.67% $5.5M $340.35
2025 Q2 REDUCED 15,915 -181 -1.1% 1.63% $5.0M $305.57
2025 Q1 REDUCED 16,096 -215 -1.3% 2.76% $8.4M $509.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)
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