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Advisors Capital Management, LLC: UNH position timeline

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

Advisors Capital Management, LLC held 16,670 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,670 shares
    Change vs previous 13F -146 shares

    0.07% of the 13F portfolio, value $6,928,898.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 16,816 shares
    Change vs previous 13F -3,292 shares

    0.05% of the 13F portfolio, value $4,550,508.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 20,108 shares
    Change vs previous 13F +377 shares

    0.08% of the 13F portfolio, value $6,637,862.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 19,731 shares
    Change vs previous 13F -148 shares

    0.08% of the 13F portfolio, value $6,813,189.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 19,879 shares
    Change vs previous 13F -78,238 shares

    0.08% of the 13F portfolio, value $6,201,725.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 98,117 shares
    Change vs previous 13F +4,492 shares

    0.8% of the 13F portfolio, value $51,388,941.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 93,625 shares
    Change vs previous 13F -1,562 shares

    0.74% of the 13F portfolio, value $47,361,294.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 95,187 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $55,654,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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