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Disclosery

FIRST TRUST ADVISORS LP: UNH position timeline

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

FIRST TRUST ADVISORS LP held 145,205 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,205 shares
    Change vs previous 13F -8,296 shares

    0.04% of the 13F portfolio, value $60,351,543.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS 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 153,501 shares
    Change vs previous 13F -25,252 shares

    0.03% of the 13F portfolio, value $41,535,784.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS 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 178,753 shares
    Change vs previous 13F -99,456 shares

    0.04% of the 13F portfolio, value $59,008,233.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS 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 278,209 shares
    Change vs previous 13F +181,577 shares

    0.07% of the 13F portfolio, value $96,065,358.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS 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 96,632 shares
    Change vs previous 13F -83,766 shares

    0.02% of the 13F portfolio, value $30,146,318.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 180,398 shares
    Change vs previous 13F -34,636 shares

    0.08% of the 13F portfolio, value $94,483,451.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 215,034 shares
    Change vs previous 13F +47,174 shares

    0.1% of the 13F portfolio, value $108,777,076.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS 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 167,860 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $98,144,084.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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