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Disclosery

Blue Trust, Inc.: UNH position timeline

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

Blue Trust, Inc. held 7,589 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,589 shares
    Change vs previous 13F +1,226 shares

    0.03% of the 13F portfolio, value $3,154,356.

    13F-HR 0001856022-26-000004 filed by Blue Trust, 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 6,363 shares
    Change vs previous 13F -182 shares

    0.02% of the 13F portfolio, value $1,721,580.

    13F-HR 0001856022-26-000003 filed by Blue Trust, 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 6,545 shares
    Change vs previous 13F -816 shares

    0.02% of the 13F portfolio, value $2,160,771.

    13F-HR 0001856022-26-000001 filed by Blue Trust, 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 7,361 shares
    Change vs previous 13F -575 shares

    0.03% of the 13F portfolio, value $2,541,497.

    13F-HR 0001856022-25-000008 filed by Blue Trust, 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 7,936 shares
    Change vs previous 13F -1,277 shares

    0.03% of the 13F portfolio, value $2,475,539.

    13F-HR 0001856022-25-000007 filed by Blue Trust, 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 9,213 shares
    Change vs previous 13F +823 shares

    0.06% of the 13F portfolio, value $4,825,440.

    13F-HR 0001856022-25-000006 filed by Blue Trust, 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 8,390 shares
    Change vs previous 13F -2,039 shares

    0.05% of the 13F portfolio, value $4,244,299.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, 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 10,429 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,311,220.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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