Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,266,874
+$3,020,506 QoQ
Shares Held
17,484
+11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#837
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Ballast, Inc. holds $7,874,813 across 2 Healthcare Plans names. UNH ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
17,484 | $7,266,874 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,572 | $607,939 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,266,874 | 17,484 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,246,368 | 15,693 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,263,934 | 15,946 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,418,792 | 15,693 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,871,099 | 15,614 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $7,574,472 | 14,462 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,211,034 | 14,255 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $8,568,485 | 14,655 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,520,751 | 14,768 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,299,298 | 14,755 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,638,260 | 12,609 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,410,271 | 12,714 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,106,531 | 12,705 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,934,312 | 12,557 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,574,762 | 12,401 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,800,868 | 13,466 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,967,904 | 13,566 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,068,184 | 13,860 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,812,031 | 13,566 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,325,004 | 13,628 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,435,572 | 13,574 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,884,907 | 13,129 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,525,174 | 12,904 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $4,237,889 | 13,593 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $3,918,705 | 13,286 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,267,127 | 13,101 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||