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Hennion & Walsh Asset Management, Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hennion & Walsh Asset Management, Inc. on UNH, newest first. How the timeline and the estimate are built.

Hennion & Walsh Asset Management, Inc. held 19,276 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 19,276 shares
    Change vs previous 13F +4,623 shares

    0.21% of the 13F portfolio, value $7,075,834.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,653 shares
    Change vs previous 13F -90 shares

    0.17% of the 13F portfolio, value $6,090,226.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, 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 14,743 shares
    Change vs previous 13F +577 shares

    0.13% of the 13F portfolio, value $3,989,308.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, 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 14,166 shares
    Change vs previous 13F -726 shares

    0.16% of the 13F portfolio, value $4,676,338.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, 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 14,892 shares
    Change vs previous 13F +555 shares

    0.19% of the 13F portfolio, value $5,142,208.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, 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 14,337 shares
    Change vs previous 13F +1,272 shares

    0.18% of the 13F portfolio, value $4,472,714.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, 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 13,065 shares
    Change vs previous 13F +281 shares

    0.3% of the 13F portfolio, value $6,842,794.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, 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 12,784 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,466,914.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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