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Disclosery

Carnegie Investment Counsel: UNH position timeline

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

Carnegie Investment Counsel held 96,955 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,955 shares
    Change vs previous 13F -7,877 shares

    0.77% of the 13F portfolio, value $38,599,917.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 104,832 shares
    Change vs previous 13F -3,048 shares

    0.53% of the 13F portfolio, value $27,229,547.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 107,880 shares
    Change vs previous 13F +2,259 shares

    0.66% of the 13F portfolio, value $35,612,244.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 105,621 shares
    Change vs previous 13F +2,316 shares

    0.69% of the 13F portfolio, value $36,471,081.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 103,305 shares
    Change vs previous 13F +8,474 shares

    0.65% of the 13F portfolio, value $32,228,172.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 94,831 shares
    Change vs previous 13F +68,219 shares

    1.18% of the 13F portfolio, value $49,693,960.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 26,612 shares
    Change vs previous 13F +56 shares

    0.39% of the 13F portfolio, value $13,462,111.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 26,556 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $15,526,643.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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