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Disclosery

DAVENPORT & Co LLC: UNH position timeline

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

DAVENPORT & Co LLC held 542,271 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 542,271 shares
    Change vs previous 13F -259,439 shares

    1.15% of the 13F portfolio, value $225,945,535.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 801,710 shares
    Change vs previous 13F +129,294 shares

    1.19% of the 13F portfolio, value $215,088,419.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 672,416 shares
    Change vs previous 13F -67,109 shares

    1.2% of the 13F portfolio, value $222,356,927.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 739,525 shares
    Change vs previous 13F +155,551 shares

    1.37% of the 13F portfolio, value $255,335,982.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 583,974 shares
    Change vs previous 13F +141,258 shares

    1.01% of the 13F portfolio, value $181,853,880.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 442,716 shares
    Change vs previous 13F +22,936 shares

    1.37% of the 13F portfolio, value $231,240,216.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 419,780 shares
    Change vs previous 13F +81,585 shares

    1.25% of the 13F portfolio, value $212,497,180.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 338,195 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $197,546,727.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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