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Balboa Wealth Partners’s UnitedHealth UNH Stock Holding History

Balboa Wealth Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478K Buy
1,149
+234
+26% +$86.7K 0.07% 247
2026
Q1 		$248K Buy
915
+50
+6% +$14.9K 0.04% 349
2025
Q4 		$285K Sell
865
-291
-25% -$98.6K 0.05% 302
2025
Q3 		$399K Buy
1,156
+345
+43% +$104K 0.07% 219
2025
Q2 		$253K Sell
811
-69
-8% -$26.4K 0.05% 284
2025
Q1 		$461K Buy
880
+1
+0.1% +$511 0.11% 139
2024
Q4 		$445K Sell
879
-209
-19% -$119K 0.1% 156
2024
Q3 		$636K Sell
1,088
-202
-16% -$114K 0.16% 116
2024
Q2 		$657K Buy
1,290
+350
+37% +$172K 0.17% 106
2024
Q1 		$465K Buy
940
+12
+1% +$6.1K 0.14% 123
2023
Q4 		$489K Sell
928
-168
-15% -$89.6K 0.16% 115
2023
Q3 		$553K Buy
1,096
+206
+23% +$101K 0.21% 89
2023
Q2 		$428K Sell
890
-275
-24% -$134K 0.15% 127
2023
Q1 		$551K Sell
1,165
-239
-17% -$115K 0.21% 99
2022
Q4 		$744K Buy
1,404
+401
+40% +$212K 0.34% 70
2022
Q3 		$507K Buy
+1,003
New +$527K 0.22% 88

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Balboa Wealth Partners's UNH Position: Q2 2026 in Review

Balboa Wealth Partners increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $86.7K and bringing the position to 1,149 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #247.

Balboa Wealth Partners first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $744K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Balboa Wealth Partners held 1,149 shares of UnitedHealth worth $478K as of Q2 2026.
  • Balboa Wealth Partners bought 234 UnitedHealth shares in Q2 2026, an estimated $86.7K.
  • UnitedHealth made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • Balboa Wealth Partners first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's UnitedHealth position peaked at $744K in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.