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Disclosery

Pettee Investors, Inc.: UNH position timeline

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

Pettee Investors, Inc. held 2,168 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,168 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $901,086.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 2,168 shares
    Change vs previous 13F -87 shares

    0.41% of the 13F portfolio, value $803,201.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 2,255 shares
    Change vs previous 13F -653 shares

    0.42% of the 13F portfolio, value $744,398.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 2,908 shares
    Change vs previous 13F -286 shares

    0.55% of the 13F portfolio, value $1,004,132.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 3,194 shares
    Change vs previous 13F -3 shares

    0.6% of the 13F portfolio, value $996,432.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    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 3,197 shares
    Change vs previous 13F -350 shares

    1% of the 13F portfolio, value $1,674,429.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    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 3,547 shares
    Change vs previous 13F -40 shares

    0.91% of the 13F portfolio, value $1,794,285.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    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 3,587 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,097,247.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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