Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$325,438
+$11,825 QoQ
Shares Held
783
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,638
of 3,349 holders
Holding Since
Mar 2025
6 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, 2026Balance Wealth, LLC holds $534,375 across 2 Healthcare Plans names. UNH ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
783 | $325,438 | |
| 2 | OSCR |
Oscar Health, Inc.
|
7,326 | $208,937 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,438 | 783 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $313,613 | 1,159 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $378,636 | 1,147 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $433,351 | 1,255 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $312,593 | 1,002 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $428,427 | 818 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||