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Fragasso Financial Advisors Inc: UNH position timeline

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

Fragasso Financial Advisors Inc held 7,030 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,030 shares
    Change vs previous 13F -464 shares

    0.13% of the 13F portfolio, value $2,666,526.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,494 shares
    Change vs previous 13F +132 shares

    0.17% of the 13F portfolio, value $3,114,838.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,362 shares
    Change vs previous 13F -215 shares

    0.12% of the 13F portfolio, value $2,071,496.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,577 shares
    Change vs previous 13F -571 shares

    0.15% of the 13F portfolio, value $2,501,086.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,148 shares
    Change vs previous 13F -137 shares

    0.18% of the 13F portfolio, value $2,934,821.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,285 shares
    Change vs previous 13F -646 shares

    0.17% of the 13F portfolio, value $2,584,643.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,931 shares
    Change vs previous 13F -5,688 shares

    0.35% of the 13F portfolio, value $4,677,867.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,619 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,394,965.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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