PATTEN & PATTEN INC/TN: UNH position timeline

PATTEN & PATTEN INC/TN held 43,934 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 43,934 shares

   Change vs previous 13F -1,056 shares

   0.97% of the 13F portfolio, value $18,260,174.

   13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 44,990 shares

   Change vs previous 13F -3,031 shares

   0.73% of the 13F portfolio, value $12,173,909.

   13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 48,021 shares

   Change vs previous 13F -4,568 shares

   0.93% of the 13F portfolio, value $15,852,076.

   13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 52,589 shares

   Change vs previous 13F +688 shares

   1.07% of the 13F portfolio, value $18,158,839.

   13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 51,901 shares

   Change vs previous 13F +10,893 shares

   1.05% of the 13F portfolio, value $16,191,426.

   13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 41,008 shares

   Change vs previous 13F +731 shares

   1.44% of the 13F portfolio, value $21,477,977.

   13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 40,277 shares

   Change vs previous 13F +870 shares

   1.35% of the 13F portfolio, value $20,374,607.

   13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 39,407 shares

   Change vs previous 13F not available

   1.53% of the 13F portfolio, value $23,040,622.

   13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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