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Cresset Asset Management, LLC: UNH position timeline

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

Cresset Asset Management, LLC held 119,002 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 119,002 shares
    Change vs previous 13F -57,640 shares

    0.18% of the 13F portfolio, value $49,461,113.

    13F-HR 0001172661-26-003461 filed by Cresset 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 176,642 shares
    Change vs previous 13F +2,527 shares

    0.21% of the 13F portfolio, value $47,797,728.

    13F-HR 0001172661-26-002185 filed by Cresset 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 174,115 shares
    Change vs previous 13F +1,429 shares

    0.24% of the 13F portfolio, value $57,477,162.

    13F-HR 0001172661-26-001073 filed by Cresset 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/A 172,686 shares
    Change vs previous 13F +3,184 shares

    0.26% of the 13F portfolio, value $59,628,474.

    13F-HR/A 0001172661-26-000269 filed by Cresset 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/A 169,502 shares
    Change vs previous 13F -30,521 shares

    0.26% of the 13F portfolio, value $52,879,529.

    13F-HR/A 0001172661-26-000268 filed by Cresset 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 200,023 shares
    Change vs previous 13F -13,782 shares

    0.53% of the 13F portfolio, value $104,761,968.

    13F-HR 0001172661-25-001764 filed by Cresset 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 213,805 shares
    Change vs previous 13F -238,366 shares

    0.52% of the 13F portfolio, value $108,155,518.

    13F-HR 0001172661-25-000925 filed by Cresset 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 452,171 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $264,375,276.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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