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Disclosery

Corient Private Wealth LP: UNH position timeline

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

Corient Private Wealth LP held 520,634 UNH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 520,634 shares
    Change vs previous 13F -26,579 shares

    0.3% of the 13F portfolio, value $216,392,110.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 547,213 shares
    Change vs previous 13F +225,393 shares

    0.21% of the 13F portfolio, value $147,572,551.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 321,820 shares
    Change vs previous 13F -89,931 shares

    0.14% of the 13F portfolio, value $106,364,683.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 411,751 shares
    Change vs previous 13F -65,222 shares

    0.22% of the 13F portfolio, value $141,810,211.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 476,973 shares
    Change vs previous 13F -641,011 shares

    0.2% of the 13F portfolio, value $148,801,216.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 476,973 shares
    • Corient IA LP: 0 shares

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

  6. period ended2025-03-31
    13F 1,117,984 shares
    Change vs previous 13F -32,718 shares

    0.96% of the 13F portfolio, value $585,547,273.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,116,984 shares
    • Corient IA LP: 1,000 shares

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

  7. period ended2024-12-31
    13F 1,150,702 shares
    Change vs previous 13F -70,352 shares

    0.96% of the 13F portfolio, value $580,435,265.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 1,221,054 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $713,925,724.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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