UnitedHealth shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.3k | 10 | 330.20 |
| 2025-09-30 | $4.5k | 13 | 345.31 |
| 2025-06-30 | $936 | 3 | 312.00 |
| 2025-03-31 | $1.6k | 3 | 524.00 |
| 2024-12-31 | $1.5k | 3 | 506.00 |
| 2024-09-30 | $1.8k | 3 | 585.00 |
| 2024-06-30 | $1.5k | 3 | 509.33 |
| 2024-03-31 | $1.5k | 3 | 495.00 |
More positions owned by Breakwater Investment Management
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