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Advisors Asset Management, Inc.: UNH position timeline

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

Advisors Asset Management, Inc. held 62,682 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,682 shares
    Change vs previous 13F +1,515 shares

    0.4% of the 13F portfolio, value $26,052,520.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 61,167 shares
    Change vs previous 13F +12,890 shares

    0.28% of the 13F portfolio, value $16,551,179.

    13F-HR 0002000324-26-001941 filed by Advisors Asset 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 ended2025-12-31
    13F/A 48,277 shares
    Change vs previous 13F +4,909 shares

    0.27% of the 13F portfolio, value $15,936,720.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset 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 ended2025-09-30
    13F/A 43,368 shares
    Change vs previous 13F +5,863 shares

    0.25% of the 13F portfolio, value $14,974,970.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 37,505 shares
    Change vs previous 13F +45 shares

    0.21% of the 13F portfolio, value $11,700,435.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 37,460 shares
    Change vs previous 13F -2,269 shares

    0.37% of the 13F portfolio, value $19,619,675.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 39,729 shares
    Change vs previous 13F -1,365 shares

    0.37% of the 13F portfolio, value $20,097,312.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 41,094 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $24,026,840.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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