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Williams Jones Wealth Management, LLC.: UNH position timeline

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

Williams Jones Wealth Management, LLC. held 13,606 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,606 shares
    Change vs previous 13F +3,095 shares

    0.06% of the 13F portfolio, value $5,655,062.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
    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 10,511 shares
    Change vs previous 13F -334 shares

    0.03% of the 13F portfolio, value $2,844,171.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,845 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $3,580,043.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,940 shares
    Change vs previous 13F -527 shares

    0.04% of the 13F portfolio, value $3,777,582.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,467 shares
    Change vs previous 13F -28,343 shares

    0.04% of the 13F portfolio, value $3,577,360.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
    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 39,810 shares
    Change vs previous 13F -13,894 shares

    0.27% of the 13F portfolio, value $20,850,488.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 53,704 shares
    Change vs previous 13F +1,703 shares

    0.33% of the 13F portfolio, value $27,166,798.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,001 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $30,404,052.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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