UnitedHealth shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 1.2k | 345.32 |
| 2025-06-30 | $253k | 811 | 311.84 |
| 2025-03-31 | $461k | 880 | 523.81 |
| 2024-12-31 | $445k | 879 | 505.80 |
| 2024-09-30 | $636k | 1.1k | 584.51 |
| 2024-06-30 | $657k | 1.3k | 509.15 |
| 2024-03-31 | $465k | 940 | 494.94 |
| 2023-12-31 | $489k | 928 | 526.54 |
| 2023-09-30 | $553k | 1.1k | 504.24 |
| 2023-06-30 | $428k | 890 | 480.68 |
| 2023-03-31 | $551k | 1.2k | 472.60 |
| 2022-12-31 | $744k | 1.4k | 530.19 |
| 2022-09-30 | $507k | 1.0k | 505.48 |