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OPPENHEIMER ASSET MANAGEMENT INC.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on UNH, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 128,698 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,698 shares
    Change vs previous 13F +25,204 shares

    0.28% of the 13F portfolio, value $53,490,749.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 29,503 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 99,195 shares

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

  2. period ended2026-03-31
    13F 103,494 shares
    Change vs previous 13F +3,403 shares

    0.17% of the 13F portfolio, value $28,004,440.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 32,073 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 71,421 shares

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

  3. period ended2025-12-31
    13F 100,091 shares
    Change vs previous 13F +1,742 shares

    0.22% of the 13F portfolio, value $33,041,041.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 44,565 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 55,526 shares

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

  4. period ended2025-09-30
    13F 98,349 shares
    Change vs previous 13F -517 shares

    0.2% of the 13F portfolio, value $33,959,911.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 49,604 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,745 shares

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

  5. period ended2025-06-30
    13F 98,866 shares
    Change vs previous 13F -24,761 shares

    0.19% of the 13F portfolio, value $30,843,227.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 56,542 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 42,324 shares

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

  6. period ended2025-03-31
    13F 123,627 shares
    Change vs previous 13F -10,323 shares

    0.44% of the 13F portfolio, value $64,749,645.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 51,765 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 71,862 shares

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

  7. period ended2024-12-31
    13F 133,950 shares
    Change vs previous 13F -12,386 shares

    0.45% of the 13F portfolio, value $67,759,947.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 59,320 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 74,630 shares

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

  8. period ended2024-09-30
    13F 146,336 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $85,559,733.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 58,490 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 87,846 shares

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