Skip to content
Disclosery

Epoch Investment Partners, Inc.: UNH position timeline

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

Epoch Investment Partners, Inc. held 75,876 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,876 shares
    Change vs previous 13F +1,248 shares

    0.18% of the 13F portfolio, value $31,536,342.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    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 74,628 shares
    Change vs previous 13F -2,382 shares

    0.12% of the 13F portfolio, value $20,193,591.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    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 77,010 shares
    Change vs previous 13F +11,976 shares

    0.14% of the 13F portfolio, value $25,421,772.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    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 65,034 shares
    Change vs previous 13F -44,399 shares

    0.12% of the 13F portfolio, value $22,456,240.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    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 109,433 shares
    Change vs previous 13F -499,798 shares

    0.18% of the 13F portfolio, value $34,139,813.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, Inc.
    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 609,231 shares
    Change vs previous 13F -103,493 shares

    1.65% of the 13F portfolio, value $319,084,737.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, Inc.
    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 712,724 shares
    Change vs previous 13F -69,026 shares

    1.75% of the 13F portfolio, value $360,538,562.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    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 781,750 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $457,073,590.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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