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Disclosery

MAI Capital Management: UNH position timeline

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

MAI Capital Management held 93,560 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,560 shares
    Change vs previous 13F +32,259 shares

    0.15% of the 13F portfolio, value $38,886,386.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 61,301 shares
    Change vs previous 13F -133,528 shares

    0.09% of the 13F portfolio, value $16,587,361.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 194,829 shares
    Change vs previous 13F +3,691 shares

    0.37% of the 13F portfolio, value $64,314,937.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 191,138 shares
    Change vs previous 13F -33,137 shares

    0.41% of the 13F portfolio, value $65,999,890.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 224,275 shares
    Change vs previous 13F +37,526 shares

    0.49% of the 13F portfolio, value $69,967,163.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 186,749 shares
    Change vs previous 13F +15,544 shares

    0.74% of the 13F portfolio, value $97,809,983.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 171,205 shares
    Change vs previous 13F +1,830 shares

    0.65% of the 13F portfolio, value $86,605,742.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 169,375 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $99,030,257.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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