Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,403
+$3,239 QoQ
Shares Held
13
+62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,316
of 3,349 holders
Holding Since
Mar 2024
10 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 Investment Management holds $8,492 across 4 Healthcare Plans names. UNH ranks #1 (63.6% of the industry book) .
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,403 | 13 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,164 | 8 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,301 | 10 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,488 | 13 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $935 | 3 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,571 | 3 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,517 | 3 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,754 | 3 | Shares | Sole | 2025-01-16 | |
| 2024-06-30 | $1,527 | 3 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,484 | 3 | Shares | Sole | 2024-06-14 | |
| No filing history on record for this holder in this stock. | ||||||