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Disclosery

TRUIST FINANCIAL CORP: UNH position timeline

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

TRUIST FINANCIAL CORP held 248,398 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,398 shares
    Change vs previous 13F +3,727 shares

    0.12% of the 13F portfolio, value $103,241,349.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 244,671 shares
    Change vs previous 13F -18,227 shares

    0.09% of the 13F portfolio, value $66,205,268.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 262,898 shares
    Change vs previous 13F -65,704 shares

    0.12% of the 13F portfolio, value $86,785,175.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 328,602 shares
    Change vs previous 13F -66,576 shares

    0.15% of the 13F portfolio, value $113,465,979.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 395,178 shares
    Change vs previous 13F -189,257 shares

    0.18% of the 13F portfolio, value $123,283,583.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 584,435 shares
    Change vs previous 13F -2,200 shares

    0.49% of the 13F portfolio, value $306,097,776.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 586,635 shares
    Change vs previous 13F -29,421 shares

    0.47% of the 13F portfolio, value $296,754,968.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 616,056 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $360,195,739.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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