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Chevy Chase Trust Holdings, LLC: UNH position timeline

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

Chevy Chase Trust Holdings, LLC held 560,346 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 560,346 shares
    Change vs previous 13F -3,905 shares

    0.6% of the 13F portfolio, value $232,896,493.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 564,251 shares
    Change vs previous 13F -28,314 shares

    0.44% of the 13F portfolio, value $152,680,800.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 592,565 shares
    Change vs previous 13F -13,996 shares

    0.53% of the 13F portfolio, value $195,611,664.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 606,561 shares
    Change vs previous 13F -33,739 shares

    0.58% of the 13F portfolio, value $209,445,449.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 640,300 shares
    Change vs previous 13F -53,617 shares

    0.58% of the 13F portfolio, value $199,754,240.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 693,917 shares
    Change vs previous 13F -3,418 shares

    1.16% of the 13F portfolio, value $363,439,019.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 697,335 shares
    Change vs previous 13F +28,940 shares

    1.07% of the 13F portfolio, value $352,753,815.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 668,395 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $390,797,141.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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