BWP
UNH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Balboa Wealth Partners's UNH Position: Q1 2026 in Review

Balboa Wealth Partners increased its UnitedHealth (UNH) stake by 5.8% in Q1 2026, buying an estimated $14.9K and bringing the position to 915 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #349.

Balboa Wealth Partners first reported a position in UNH in Q3 2022 and has held it in 15 quarters since. The position peaked at $744K in Q4 2022. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Balboa Wealth Partners held 915 shares of UnitedHealth worth $248K as of Q1 2026.
  • Balboa Wealth Partners bought 50 UnitedHealth shares in Q1 2026, an estimated $14.9K.
  • UnitedHealth made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #349 holding.
  • Balboa Wealth Partners first reported a position in UnitedHealth in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's UnitedHealth position peaked at $744K in Q4 2022.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.