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Pinnacle West Asset Management, Inc.: UNH position timeline

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

Pinnacle West Asset Management, Inc. held 7,338 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,338 shares
    Change vs previous 13F -100 shares

    2.11% of the 13F portfolio, value $3,050,000.

    13F-HR 0001975730-26-000006 filed by Pinnacle West Asset Management, 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 7,438 shares
    Change vs previous 13F -120 shares

    1.37% of the 13F portfolio, value $2,013,000.

    13F-HR 0001975730-26-000004 filed by Pinnacle West Asset Management, 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 7,558 shares
    Change vs previous 13F +90 shares

    1.62% of the 13F portfolio, value $2,495,000.

    13F-HR 0001975730-26-000002 filed by Pinnacle West Asset Management, 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 7,468 shares
    Change vs previous 13F +258 shares

    1.67% of the 13F portfolio, value $2,579,000.

    13F-HR 0001975730-25-000009 filed by Pinnacle West Asset Management, 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 7,210 shares
    Change vs previous 13F +95 shares

    1.55% of the 13F portfolio, value $2,249,000.

    13F-HR 0001975730-25-000007 filed by Pinnacle West Asset Management, 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 7,115 shares
    Change vs previous 13F +10 shares

    2.69% of the 13F portfolio, value $3,726,000.

    13F-HR 0001975730-25-000005 filed by Pinnacle West Asset Management, 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 7,105 shares
    Change vs previous 13F -25 shares

    2.57% of the 13F portfolio, value $3,594,000.

    13F-HR 0001975730-25-000002 filed by Pinnacle West Asset Management, 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 7,130 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $4,169,000.

    13F-HR 0001975730-24-000008 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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