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EP Wealth Advisors, LLC: UNH position timeline

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

EP Wealth Advisors, LLC held 24,815 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,815 shares
    Change vs previous 13F +2,156 shares

    0.04% of the 13F portfolio, value $10,313,822.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 22,659 shares
    Change vs previous 13F -14,060 shares

    0.03% of the 13F portfolio, value $6,131,184.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 36,719 shares
    Change vs previous 13F -44,127 shares

    0.06% of the 13F portfolio, value $12,121,249.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 80,846 shares
    Change vs previous 13F -2,295 shares

    0.17% of the 13F portfolio, value $25,221,504.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 83,141 shares
    Change vs previous 13F -403 shares

    0.35% of the 13F portfolio, value $43,544,859.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 83,544 shares
    Change vs previous 13F -3,106 shares

    0.34% of the 13F portfolio, value $42,261,411.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 86,650 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $50,662,123.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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