Breakwater Investment Management’s UnitedHealth UNH Stock Holding History

Breakwater Investment Management’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	$5.4K	Buy	13 +5	+63%	+$1.85K	﹤0.01%	265
2026 Q1	$2.17K	Sell	8 -2	-20%	-$596	﹤0.01%	285
2025 Q4	$3.3K	Sell	10 -3	-23%	-$1.02K	﹤0.01%	270
2025 Q3	$4.49K	Buy	13 +10	+333%	+$3.02K	﹤0.01%	261
2025 Q2	$936	Hold	3	–	–	﹤0.01%	284
2025 Q1	$1.57K	Hold	3	–	–	﹤0.01%	273
2024 Q4	$1.52K	Hold	3	–	–	﹤0.01%	267
2024 Q3	$1.75K	Hold	3	–	–	﹤0.01%	263
2024 Q2	$1.53K	Hold	3	–	–	﹤0.01%	275
2024 Q1	$1.49K	Buy	+3	New	+$1.52K	﹤0.01%	269

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Breakwater Investment Management's UNH Position: Q2 2026 in Review

Breakwater Investment Management increased its UnitedHealth (UNH) stake by 63% in Q2 2026, buying an estimated $1.85K and bringing the position to 13 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Breakwater Investment Management first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Breakwater Investment Management held 13 shares of UnitedHealth worth $5.4K as of Q2 2026.
Breakwater Investment Management bought 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
UnitedHealth made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #265 holding.
Breakwater Investment Management first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.