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Disclosery

Gradient Investments LLC: UNH position timeline

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

Gradient Investments LLC held 127,787 UNH shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,787 shares
    Change vs previous 13F -12,024 shares

    0.67% of the 13F portfolio, value $46,908,062.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 139,811 shares
    Change vs previous 13F -12,077 shares

    0.8% of the 13F portfolio, value $58,109,481.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 151,888 shares
    Change vs previous 13F +8,954 shares

    0.64% of the 13F portfolio, value $41,099,383.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 142,934 shares
    Change vs previous 13F +1,431 shares

    0.75% of the 13F portfolio, value $47,183,796.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 141,503 shares
    Change vs previous 13F +18,319 shares

    0.82% of the 13F portfolio, value $48,861,096.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 123,184 shares
    Change vs previous 13F +12,217 shares

    0.7% of the 13F portfolio, value $38,429,638.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 110,967 shares
    Change vs previous 13F +13,960 shares

    1.17% of the 13F portfolio, value $58,118,745.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 97,007 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $49,072,177.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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