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Disclosery

Haverford Trust Co: UNH position timeline

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

Haverford Trust Co held 39,455 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 39,455 shares
    Change vs previous 13F -4,154 shares

    0.14% of the 13F portfolio, value $16,398,496.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 43,609 shares
    Change vs previous 13F -2,804 shares

    0.11% of the 13F portfolio, value $11,800,038.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 46,413 shares
    Change vs previous 13F -3,673 shares

    0.14% of the 13F portfolio, value $15,321,248.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 50,086 shares
    Change vs previous 13F -7,753 shares

    0.16% of the 13F portfolio, value $17,294,526.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 57,839 shares
    Change vs previous 13F -367,013 shares

    0.17% of the 13F portfolio, value $18,044,036.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 424,852 shares
    Change vs previous 13F -1,293 shares

    2.24% of the 13F portfolio, value $222,516,436.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 426,145 shares
    Change vs previous 13F -1,280 shares

    2.14% of the 13F portfolio, value $215,569,801.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 427,425 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $249,906,843.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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