Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$808,400
+$155,737 QoQ
Shares Held
1,945
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,968
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026Breakwater Capital Group holds $1,117,437 across 2 Healthcare Plans names. UNH ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,945 | $808,400 | |
| 2 | CI |
Cigna Group
|
1,121 | $309,037 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,400 | 1,945 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $652,663 | 2,412 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $643,054 | 1,948 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $673,680 | 1,951 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $734,065 | 2,353 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,513,637 | 2,890 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,239,357 | 2,450 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,435,974 | 2,456 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,225,788 | 2,407 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,210,036 | 2,446 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,288,272 | 2,447 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,186,863 | 2,354 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $848,329 | 1,765 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $802,930 | 1,699 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $640,987 | 1,209 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||