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Disclosery

Northwest & Ethical Investments L.P.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on UNH, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 38,203 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,203 shares
    Change vs previous 13F -2,353 shares

    0.37% of the 13F portfolio, value $15,878,313.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 40,556 shares
    Change vs previous 13F -8,070 shares

    0.25% of the 13F portfolio, value $10,974,048.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 48,626 shares
    Change vs previous 13F -12,453 shares

    0.36% of the 13F portfolio, value $16,051,929.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 61,079 shares
    Change vs previous 13F -2,365 shares

    0.5% of the 13F portfolio, value $21,090,579.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 63,444 shares
    Change vs previous 13F +7,458 shares

    0.49% of the 13F portfolio, value $19,792,625.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 55,986 shares
    Change vs previous 13F -2,341 shares

    0.8% of the 13F portfolio, value $29,322,667.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 58,327 shares
    Change vs previous 13F -39,398 shares

    0.8% of the 13F portfolio, value $29,505,296.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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/A 97,725 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $57,137,853.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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