BTC Capital Management, Inc.: UNH position timeline

BTC Capital Management, Inc. held 15,606 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 15,606 shares

   Change vs previous 13F +15,606 shares

   0.39% of the 13F portfolio, value $6,487,152.

   13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -14,815 shares

   13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 14,815 shares

   Change vs previous 13F -439 shares

   0.71% of the 13F portfolio, value $7,760,464.

   13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 15,254 shares

   Change vs previous 13F -310 shares

   0.71% of the 13F portfolio, value $7,709,294.

   13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 15,564 shares

   Change vs previous 13F not available

   0.81% of the 13F portfolio, value $9,099,952.

   13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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