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XPONANCE LLC: UNH position timeline

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

XPONANCE LLC held 169,888 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,888 shares
    Change vs previous 13F -18 shares

    0.43% of the 13F portfolio, value $70,610,549.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 169,906 shares
    Change vs previous 13F +21,957 shares

    0.33% of the 13F portfolio, value $45,974,865.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 147,949 shares
    Change vs previous 13F +9,293 shares

    0.37% of the 13F portfolio, value $48,839,444.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 138,656 shares
    Change vs previous 13F -6,730 shares

    0.38% of the 13F portfolio, value $47,877,917.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 145,386 shares
    Change vs previous 13F -6,308 shares

    0.38% of the 13F portfolio, value $45,356,070.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 151,694 shares
    Change vs previous 13F +5,918 shares

    0.77% of the 13F portfolio, value $79,449,733.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 145,776 shares
    Change vs previous 13F +3,470 shares

    0.67% of the 13F portfolio, value $73,742,247.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 142,306 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $83,203,472.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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