Skip to main content

Stack Financial Management, Inc

SEC CIK
0001308685
Latest filing
Aug 3, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Stack Financial Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of UNH by Stack Financial Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−50,928−100.0%Sold outHolders
Q1 202550,928$26.7M2.2%−278−0.5%ReducedHolders
Q4 202451,206$25.9M2.4%−230−0.4%ReducedHolders
Q3 202451,436$30.1M2.7%+150+0.3%AddedHolders
Q2 202451,286$26.1M2.4%+143+0.3%AddedHolders
Q1 202451,143$25.3M2.3%+133+0.3%AddedHolders
Q4 202351,010$26.9M3.0%−1,029−2.0%ReducedHolders
Q3 202352,039$26.2M3.1%+283+0.5%AddedHolders
Q2 202351,756$24.9M2.8%+116+0.2%AddedHolders
Q1 202351,640$24.4M3.0%+1,255+2.5%AddedHolders
Q4 202250,385$26.7M2.7%+566+1.1%AddedHolders
Q3 202249,819$25.2M2.6%+190.0%AddedHolders
Q2 202249,800$25.6M2.5%−374−0.7%ReducedHolders
Q1 202250,174$25.6M2.1%+238+0.5%AddedHolders
Q4 202149,936$25.1M2.2%−285−0.6%ReducedHolders
Q3 202150,221$19.6M1.9%−422−0.8%ReducedHolders
Q2 202150,643$20.3M1.7%+219+0.4%AddedHolders
Q1 202150,424$18.8M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.