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Disclosery

Moran Wealth Management, LLC: UNH position timeline

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

Moran Wealth Management, LLC held 1,446 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,446 shares
    Change vs previous 13F +391 shares

    0.02% of the 13F portfolio, value $601,001.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    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 1,055 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $285,473.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    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 1,102 shares
    Change vs previous 13F +1,102 shares

    0.01% of the 13F portfolio, value $363,782.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    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 0 shares
    Change vs previous 13F -28,229 shares

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 28,229 shares
    Change vs previous 13F -488 shares

    0.46% of the 13F portfolio, value $14,279,922.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 28,717 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $16,790,256.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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