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Chesley Taft & Associates LLC: UNH position timeline

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

Chesley Taft & Associates LLC held 23,056 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,056 shares
    Change vs previous 13F -1,564 shares

    0.33% of the 13F portfolio, value $8,463,397.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,620 shares
    Change vs previous 13F -327 shares

    0.4% of the 13F portfolio, value $10,232,811.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,947 shares
    Change vs previous 13F -3,799 shares

    0.28% of the 13F portfolio, value $6,750,409.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,746 shares
    Change vs previous 13F -391 shares

    0.37% of the 13F portfolio, value $9,489,342.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,137 shares
    Change vs previous 13F -3,699 shares

    0.43% of the 13F portfolio, value $10,061,006.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,836 shares
    Change vs previous 13F -1,095 shares

    0.46% of the 13F portfolio, value $10,243,847.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 33,931 shares
    Change vs previous 13F +1,802 shares

    0.86% of the 13F portfolio, value $17,771,361.

    13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 32,129 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $16,252,776.

    13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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