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Focus Partners Wealth: UNH position timeline

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

Focus Partners Wealth held 241,351 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,351 shares
    Change vs previous 13F -3,060 shares

    0.09% of the 13F portfolio, value $100,313,761.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 223,546 shares
    • Focus Partners Advisor Solutions, LLC: 17,805 shares

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

  2. period ended2026-03-31
    13F 244,411 shares
    Change vs previous 13F -12,719 shares

    0.07% of the 13F portfolio, value $66,358,886.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 232,602 shares
    • Focus Partners Advisor Solutions, LLC: 11,809 shares

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

  3. period ended2025-12-31
    13F 257,130 shares
    Change vs previous 13F +29,131 shares

    0.09% of the 13F portfolio, value $84,979,212.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 245,168 shares
    • Focus Partners Advisor Solutions, LLC: 11,962 shares

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

  4. period ended2025-09-30
    13F 227,999 shares
    Change vs previous 13F -17,637 shares

    0.11% of the 13F portfolio, value $78,551,159.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 211,562 shares
    • Focus Partners Advisor Solutions, LLC: 16,437 shares

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

  5. period ended2025-06-30
    13F 245,636 shares
    Change vs previous 13F -45,627 shares

    0.14% of the 13F portfolio, value $76,629,542.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 236,451 shares
    • Focus Partners Advisor Solutions, LLC: 9,185 shares

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

  6. period ended2025-03-31
    13F/A 291,263 shares
    Change vs previous 13F +15,395 shares

    0.33% of the 13F portfolio, value $152,549,815.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 277,916 shares
    • Focus Partners Advisor Solutions, LLC: 13,347 shares

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

  7. period ended2024-12-31
    13F/A 275,868 shares
    Change vs previous 13F -184,184 shares

    0.31% of the 13F portfolio, value $139,552,432.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 265,036 shares
    • Focus Partners Advisor Solutions, LLC: 10,832 shares

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

  8. period ended2024-09-30
    13F 460,052 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $150,857,644.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 453,158 shares
    • Focus Partners Advisor Solutions, LLC: 6,894 shares

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