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Disclosery

PUZO MICHAEL J: UNH position timeline

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

PUZO MICHAEL J held 1,415 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,415 shares
    Change vs previous 13F -10,087 shares

    0.15% of the 13F portfolio, value $588,117.

    13F-HR 0001053914-26-000005 filed by PUZO MICHAEL J
    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 11,502 shares
    Change vs previous 13F -7,035 shares

    0.91% of the 13F portfolio, value $3,112,327.

    13F-HR 0001053914-26-000002 filed by PUZO MICHAEL J
    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 18,537 shares
    Change vs previous 13F -1,068 shares

    1.67% of the 13F portfolio, value $6,119,248.

    13F-HR 0001053914-26-000001 filed by PUZO MICHAEL J
    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 19,605 shares
    Change vs previous 13F +2,952 shares

    1.85% of the 13F portfolio, value $6,769,606.

    13F-HR 0001053914-25-000003 filed by PUZO MICHAEL J
    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 16,653 shares
    Change vs previous 13F +670 shares

    1.48% of the 13F portfolio, value $5,195,237.

    13F-HR 0001314376-25-000002 filed by PUZO MICHAEL J
    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 15,983 shares
    Change vs previous 13F +150 shares

    2.4% of the 13F portfolio, value $8,371,096.

    13F-HR 0001494234-25-000011 filed by PUZO MICHAEL J
    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 15,833 shares
    Change vs previous 13F -804 shares

    2.24% of the 13F portfolio, value $8,009,281.

    13F-HR 0001494234-25-000004 filed by PUZO MICHAEL J
    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 16,637 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $9,727,320.

    13F-HR 0001053914-24-000004 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

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