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PINNACLE ASSOCIATES LTD: UNH position timeline

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

PINNACLE ASSOCIATES LTD held 21,693 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,693 shares
    Change vs previous 13F +109 shares

    0.1% of the 13F portfolio, value $9,016,440.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 21,584 shares
    Change vs previous 13F -12,214 shares

    0.08% of the 13F portfolio, value $5,840,284.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 33,798 shares
    Change vs previous 13F +478 shares

    0.14% of the 13F portfolio, value $11,157,147.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 33,320 shares
    Change vs previous 13F -1,651 shares

    0.15% of the 13F portfolio, value $11,505,509.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 34,971 shares
    Change vs previous 13F -2,402 shares

    0.16% of the 13F portfolio, value $10,909,868.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 37,373 shares
    Change vs previous 13F +691 shares

    0.29% of the 13F portfolio, value $19,573,947.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 36,682 shares
    Change vs previous 13F -3,868 shares

    0.25% of the 13F portfolio, value $18,555,950.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 40,550 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $21,348,306.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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