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Disclosery

Aureus Asset Management, LLC: UNH position timeline

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

Aureus Asset Management, LLC held 127,832 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 127,832 shares
    Change vs previous 13F +2,141 shares

    3.23% of the 13F portfolio, value $53,130,839.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 125,691 shares
    Change vs previous 13F -4,339 shares

    2.27% of the 13F portfolio, value $34,010,681.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 130,030 shares
    Change vs previous 13F +188 shares

    2.73% of the 13F portfolio, value $42,924,238.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 129,842 shares
    Change vs previous 13F +20,681 shares

    2.92% of the 13F portfolio, value $44,834,272.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 109,161 shares
    Change vs previous 13F +32,645 shares

    2.18% of the 13F portfolio, value $34,055,049.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 76,516 shares
    Change vs previous 13F -3,999 shares

    2.81% of the 13F portfolio, value $40,075,055.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 80,515 shares
    Change vs previous 13F -774 shares

    2.63% of the 13F portfolio, value $40,729,552.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 81,289 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $47,528,245.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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