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Disclosery

Phoenix Financial Ltd.: UNH position timeline

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

Phoenix Financial Ltd. held 63,190 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 63,190 shares
    Change vs previous 13F +15,982 shares

    0.18% of the 13F portfolio, value $26,265,038.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 47,208 shares
    Change vs previous 13F +249 shares

    0.12% of the 13F portfolio, value $12,770,661.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 46,959 shares
    Change vs previous 13F +5,564 shares

    0.17% of the 13F portfolio, value $15,301,675.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 41,395 shares
    Change vs previous 13F +21,546 shares

    0.17% of the 13F portfolio, value $14,093,392.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 19,849 shares
    Change vs previous 13F -8,463 shares

    0.08% of the 13F portfolio, value $6,189,164.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 28,312 shares
    Change vs previous 13F -14,432 shares

    0.23% of the 13F portfolio, value $14,846,542.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 42,744 shares
    Change vs previous 13F +1,045 shares

    0.29% of the 13F portfolio, value $21,623,159.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    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 41,699 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $24,385,301.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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