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EXENCIAL WEALTH ADVISORS, LLC: UNH position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 24,425 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 24,425 shares
    Change vs previous 13F +319 shares

    0.21% of the 13F portfolio, value $6,609,254.

    13F-HR 0001576151-26-000006 filed by EXENCIAL 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 ended2025-12-31
    13F 24,106 shares
    Change vs previous 13F -18,688 shares

    0.25% of the 13F portfolio, value $7,957,535.

    13F-HR 0001576151-26-000003 filed by EXENCIAL 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 ended2025-09-30
    13F 42,794 shares
    Change vs previous 13F -2,246 shares

    0.48% of the 13F portfolio, value $14,776,683.

    13F-HR 0001576151-25-000022 filed by EXENCIAL 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 45,040 shares
    Change vs previous 13F -16,962 shares

    0.49% of the 13F portfolio, value $14,051,000.

    13F-HR 0001576151-25-000014 filed by EXENCIAL 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 62,002 shares
    Change vs previous 13F -4,563 shares

    1.2% of the 13F portfolio, value $32,473,311.

    13F-HR 0001576151-25-000010 filed by EXENCIAL 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 66,565 shares
    Change vs previous 13F -9,770 shares

    1.24% of the 13F portfolio, value $33,672,694.

    13F-HR 0001576151-25-000004 filed by EXENCIAL 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 76,335 shares
    Change vs previous 13F -1,683 shares

    1.61% of the 13F portfolio, value $44,631,576.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 78,018 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $39,731,484.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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