Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$477,558
+$229,969 QoQ
Shares Held
1,149
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,342
of 3,349 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $900,523 across 3 Healthcare Plans names. UNH ranks #1 (53.0% of the industry book) .
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,558 | 1,149 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $247,589 | 915 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $285,545 | 865 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $399,166 | 1,156 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $253,007 | 811 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $460,900 | 880 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $444,650 | 879 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $636,131 | 1,088 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $656,945 | 1,290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $465,018 | 940 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $488,564 | 928 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $552,592 | 1,096 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $427,769 | 890 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $550,567 | 1,165 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $744,372 | 1,404 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $506,555 | 1,003 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||