Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$841,235
+$539,798 QoQ
Shares Held
2,024
+81.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,943
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BALLAST ADVISORS LLC holds $1,259,379 across 2 Healthcare Plans names. UNH ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,024 | $841,235 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,042 | $418,144 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,235 | 2,024 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $301,437 | 1,114 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $376,985 | 1,142 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $352,551 | 1,021 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $317,897 | 1,019 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $594,456 | 1,135 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $558,469 | 1,104 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $731,434 | 1,251 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $655,926 | 1,288 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $711,873 | 1,439 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $762,855 | 1,449 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $773,931 | 1,535 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $707,021 | 1,471 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $722,590 | 1,529 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $766,110 | 1,445 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $729,782 | 1,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $742,195 | 1,445 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $735,886 | 1,443 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $893,307 | 1,779 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $697,470 | 1,785 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $707,977 | 1,768 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $657,075 | 1,766 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $612,287 | 1,746 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $694,000 | 2,226 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $656,558 | 2,226 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $426,190 | 1,709 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||