Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$729,015
+$254,401 QoQ
Shares Held
1,754
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,045
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $2,221,159 across 3 Healthcare Plans names. UNH ranks #2 (32.8% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,015 | 1,754 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $474,614 | 1,754 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $579,012 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $605,656 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $547,195 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $918,657 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $887,278 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,025,528 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $893,242 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $867,703 | 1,754 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $923,428 | 1,754 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||