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MERITAGE PORTFOLIO MANAGEMENT: UNH position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 2,711 UNH shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,711 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $894,928.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,811 shares
    Change vs previous 13F -115 shares

    0.06% of the 13F portfolio, value $970,638.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,926 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $912,824.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,939 shares
    Change vs previous 13F -316 shares

    0.1% of the 13F portfolio, value $1,539,301.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 3,255 shares
    Change vs previous 13F -7,977 shares

    0.1% of the 13F portfolio, value $1,646,574.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 11,232 shares
    Change vs previous 13F -3,527 shares

    0.4% of the 13F portfolio, value $6,567,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 14,759 shares
    Change vs previous 13F -139 shares

    0.47% of the 13F portfolio, value $7,516,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 14,898 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,370,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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