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ALTA CAPITAL MANAGEMENT LLC/: UNH position timeline

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

ALTA CAPITAL MANAGEMENT LLC/ held 11,572 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,572 shares
    Change vs previous 13F -4,650 shares

    0.36% of the 13F portfolio, value $4,809,961.

    13F-HR 0001398344-26-012834 filed by ALTA 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 16,222 shares
    Change vs previous 13F -2,273 shares

    0.34% of the 13F portfolio, value $4,389,706.

    13F-HR 0001093589-26-000004 filed by ALTA 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 18,495 shares
    Change vs previous 13F -5,638 shares

    0.41% of the 13F portfolio, value $6,105,580.

    13F-HR 0001093589-26-000002 filed by ALTA 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 24,133 shares
    Change vs previous 13F -97,491 shares

    0.46% of the 13F portfolio, value $8,333,221.

    13F-HR 0001093589-25-000012 filed by ALTA 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 121,624 shares
    Change vs previous 13F +7,006 shares

    2.16% of the 13F portfolio, value $37,943,259.

    13F-HR 0001093589-25-000008 filed by ALTA 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 114,618 shares
    Change vs previous 13F +235 shares

    3.9% of the 13F portfolio, value $60,031,420.

    13F-HR 0001093589-25-000004 filed by ALTA 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 114,383 shares
    Change vs previous 13F -3,254 shares

    3.45% of the 13F portfolio, value $57,862,132.

    13F-HR 0001093589-25-000001 filed by ALTA 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 117,637 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $68,780,584.

    13F-HR 0001093589-24-000006 filed by ALTA CAPITAL MANAGEMENT LLC/
    Filed (acceptance time not in the bulk data set), ingested

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