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MONTAG & CALDWELL, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG & CALDWELL, LLC on UNH, newest first. How the timeline and the estimate are built.

MONTAG & CALDWELL, LLC held 364 UNH shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 364 shares
    Change vs previous 13F -14,113 shares

    0.02% of the 13F portfolio, value $113,557.

    13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 14,477 shares
    Change vs previous 13F -653 shares

    1.76% of the 13F portfolio, value $7,582,329.

    13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,130 shares
    Change vs previous 13F -1,378 shares

    1.63% of the 13F portfolio, value $7,653,662.

    13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,508 shares
    Change vs previous 13F -709 shares

    1.96% of the 13F portfolio, value $9,651,897.

    13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 17,217 shares
    Change vs previous 13F -4,661 shares

    1.77% of the 13F portfolio, value $8,767,929.

    13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 21,878 shares
    Change vs previous 13F -22,118 shares

    1.86% of the 13F portfolio, value $10,823,047.

    13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 43,996 shares
    Change vs previous 13F -25,475 shares

    4.04% of the 13F portfolio, value $23,162,574.

    13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 69,471 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $35,026,583.

    13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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