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Richard Bernstein Advisors LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on UNH, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 7,289 UNH shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,289 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,972,331.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,289 shares
    Change vs previous 13F -771 shares

    0.07% of the 13F portfolio, value $2,406,172.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,060 shares
    Change vs previous 13F -12,100 shares

    0.08% of the 13F portfolio, value $2,783,118.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 20,160 shares
    Change vs previous 13F -14 shares

    0.16% of the 13F portfolio, value $6,289,315.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 20,174 shares
    Change vs previous 13F -888 shares

    0.26% of the 13F portfolio, value $10,566,133.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 21,062 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $10,654,423.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 21,062 shares
    Change vs previous 13F -1,432 shares

    0.26% of the 13F portfolio, value $12,314,530.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 22,494 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $11,455,295.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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