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Badgley Phelps Wealth Managers, LLC: UNH position timeline

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

Badgley Phelps Wealth Managers, LLC held 17,589 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,589 shares
    Change vs previous 13F -3,643 shares

    0.13% of the 13F portfolio, value $7,310,517.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, 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 21,232 shares
    Change vs previous 13F -12,094 shares

    0.11% of the 13F portfolio, value $5,745,167.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, 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 33,326 shares
    Change vs previous 13F +20,613 shares

    0.2% of the 13F portfolio, value $11,001,196.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, 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 12,713 shares
    Change vs previous 13F -3,901 shares

    0.09% of the 13F portfolio, value $4,389,746.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, 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 16,614 shares
    Change vs previous 13F -32,405 shares

    0.11% of the 13F portfolio, value $5,183,022.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, 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 49,019 shares
    Change vs previous 13F -925 shares

    0.62% of the 13F portfolio, value $25,673,843.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, 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 49,944 shares
    Change vs previous 13F -2,040 shares

    0.59% of the 13F portfolio, value $25,264,808.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, 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 51,984 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $30,394,033.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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