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Ballast, Inc.

SEC CIK
0001730477
Latest filing
Jul 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Ballast, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
17,484
Value
$7.27M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of UNH by Ballast, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,484$7.27M1.4%+1,791+11.4%AddedHolders
Q1 202615,693$4.25M1.0%−253−1.6%ReducedHolders
Q4 202515,946$5.26M1.2%+253+1.6%AddedHolders
Q3 202515,693$5.42M1.3%+79+0.5%AddedHolders
Q2 202515,614$4.87M1.3%+1,152+8.0%AddedHolders
Q1 202514,462$7.57M2.1%+207+1.5%AddedHolders
Q4 202414,255$7.21M2.1%−400−2.7%ReducedHolders
Q3 202414,655$8.57M2.4%−113−0.8%ReducedHolders
Q2 202414,768$7.52M2.3%+13+0.1%AddedHolders
Q1 202414,755$7.30M2.3%+2,146+17.0%AddedHolders
Q4 202312,609$6.64M2.3%−105−0.8%ReducedHolders
Q3 202312,714$6.41M2.6%+9+0.1%AddedHolders
Q2 202312,705$6.11M2.3%+148+1.2%AddedHolders
Q1 202312,557$5.93M2.4%+156+1.3%AddedHolders
Q4 202212,401$6.57M2.9%−1,065−7.9%ReducedHolders
Q3 202213,466$6.80M3.3%−100−0.7%ReducedHolders
Q2 202213,566$6.97M3.2%−294−2.1%ReducedHolders
Q1 202213,860$7.07M2.7%+294+2.2%AddedHolders
Q4 202113,566$6.81M2.7%−62−0.5%ReducedHolders
Q3 202113,628$5.33M2.2%+54+0.4%AddedHolders
Q2 202113,574$5.43M2.3%+445+3.4%AddedHolders
Q1 202113,129$4.88M2.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.