Broadwater Capital’s UnitedHealth UNH Stock Holding History

Broadwater Capital’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	$729K	Hold	1,754	–	–	0.53%	41
2026 Q1	$579K	Hold	1,754	–	–	0.43%	49
2025 Q4	$579K	Hold	1,754	–	–	0.43%	49
2025 Q3	$606K	Sell	1,754 -545,441	-100%	-$165M	0.44%	46
2025 Q2	$547M	Buy	547,195 +545,441	+31,097%	+$208M	0.43%	50
2025 Q1	$919K	Hold	1,754	–	–	0.72%	36
2024 Q4	$887K	Hold	1,754	–	–	0.68%	36
2024 Q3	$1.03M	Hold	1,754	–	–	0.76%	37
2024 Q2	$893K	Hold	1,754	–	–	0.69%	40
2024 Q1	$868K	Hold	1,754	–	–	0.67%	39
2023 Q4	$923K	Buy	+1,754	New	+$935K	0.72%	39

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Broadwater Capital's UNH Position: Q2 2026 in Review

Broadwater Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 1,754 shares worth $729K. The position accounts for 0.53% of the portfolio, ranked #41.

Broadwater Capital first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $547M in Q2 2025. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Broadwater Capital held 1,754 shares of UnitedHealth worth $729K as of Q2 2026.
Broadwater Capital left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.53% of Broadwater Capital's portfolio in Q2 2026, its #41 holding.
Broadwater Capital first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's UnitedHealth position peaked at $547M in Q2 2025.
1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.