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RITHOLTZ WEALTH MANAGEMENT: UNH position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 22,405 UNH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 22,405 shares
    Change vs previous 13F +8,452 shares

    0.14% of the 13F portfolio, value $9,312,232.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 13,953 shares
    Change vs previous 13F -5,526 shares

    0.07% of the 13F portfolio, value $3,775,649.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 19,479 shares
    Change vs previous 13F +1,526 shares

    0.12% of the 13F portfolio, value $6,430,253.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 17,953 shares
    Change vs previous 13F +3,943 shares

    0.12% of the 13F portfolio, value $6,199,081.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 14,010 shares
    Change vs previous 13F -4,396 shares

    0.1% of the 13F portfolio, value $4,370,550.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 18,406 shares
    Change vs previous 13F +1,772 shares

    0.29% of the 13F portfolio, value $9,640,314.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 16,634 shares
    Change vs previous 13F -1,757 shares

    0.25% of the 13F portfolio, value $8,414,557.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 18,391 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,753,073.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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