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Disclosery

Stack Financial Management, Inc: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on UNH, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 0 UNH shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -50,928 shares

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 50,928 shares
    Change vs previous 13F -278 shares

    2.22% of the 13F portfolio, value $26,673,491.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 51,206 shares
    Change vs previous 13F -230 shares

    2.37% of the 13F portfolio, value $25,903,020.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 51,436 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $30,073,634.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).