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Disclosery

WESTWOOD HOLDINGS GROUP INC: UNH position timeline

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

WESTWOOD HOLDINGS GROUP INC held 1,345 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 1,345 shares
    Change vs previous 13F +1,345 shares

    <0.01% of the 13F portfolio, value $559,022.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -778 shares

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F/A 778 shares
    Change vs previous 13F -279,586 shares

    <0.01% of the 13F portfolio, value $242,713.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 280,364 shares
    Change vs previous 13F -11,250 shares

    1.11% of the 13F portfolio, value $146,840,645.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 291,614 shares
    Change vs previous 13F +25,637 shares

    1.14% of the 13F portfolio, value $147,515,858.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 265,977 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $155,511,432.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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