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Disclosery

Fiduciary Trust Co: UNH position timeline

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

Fiduciary Trust Co held 46,406 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,406 shares
    Change vs previous 13F -1,818 shares

    0.21% of the 13F portfolio, value $19,287,835.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 48,224 shares
    Change vs previous 13F -8,141 shares

    0.15% of the 13F portfolio, value $13,048,946.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 56,365 shares
    Change vs previous 13F -3,340 shares

    0.21% of the 13F portfolio, value $18,606,648.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 59,705 shares
    Change vs previous 13F -6,900 shares

    0.23% of the 13F portfolio, value $20,616,099.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 66,605 shares
    Change vs previous 13F -6,533 shares

    0.26% of the 13F portfolio, value $20,778,830.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 73,138 shares
    Change vs previous 13F +3,310 shares

    0.5% of the 13F portfolio, value $38,306,110.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 69,828 shares
    Change vs previous 13F +738 shares

    0.47% of the 13F portfolio, value $35,323,028.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 69,090 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $40,395,705.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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