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OSAIC HOLDINGS, INC.: UNH position timeline

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

OSAIC HOLDINGS, INC. held 330,813 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,813 shares
    Change vs previous 13F +19,620 shares

    0.16% of the 13F portfolio, value $137,726,743.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 311,193 shares
    Change vs previous 13F +8,392 shares

    0.12% of the 13F portfolio, value $84,331,410.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 302,801 shares
    Change vs previous 13F -35,590 shares

    0.15% of the 13F portfolio, value $100,126,906.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 338,391 shares
    Change vs previous 13F +60,139 shares

    0.16% of the 13F portfolio, value $110,870,388.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 278,252 shares
    Change vs previous 13F +71,722 shares

    0.17% of the 13F portfolio, value $95,961,967.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 206,530 shares
    Change vs previous 13F -53,686 shares

    0.24% of the 13F portfolio, value $108,431,534.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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/A 260,216 shares
    Change vs previous 13F +27,821 shares

    0.24% of the 13F portfolio, value $104,730,902.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    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 232,395 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $136,103,290.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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