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Breakwater Capital Group

SEC CIK
0001964309
Latest filing
Jul 8, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Breakwater Capital Group, 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)
1,945
Value
$808.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of UNH by Breakwater Capital Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,945$808.4K0.1%−467−19.4%ReducedHolders
Q1 20262,412$652.7K0.1%+464+23.8%AddedHolders
Q4 20251,948$643.1K0.1%−3−0.2%ReducedHolders
Q3 20251,951$673.7K0.1%−402−17.1%ReducedHolders
Q2 20252,353$734.1K0.1%−537−18.6%ReducedHolders
Q1 20252,890$1.51M0.3%+440+18.0%AddedHolders
Q4 20242,450$1.24M0.2%−6−0.2%ReducedHolders
Q3 20242,456$1.44M0.3%+49+2.0%AddedHolders
Q2 20242,407$1.23M0.3%−39−1.6%ReducedHolders
Q1 20242,446$1.21M0.3%−10.0%ReducedHolders
Q4 20232,447$1.26M0.4%+93+4.0%AddedHolders
Q3 20232,354$1.25M0.4%+589+33.4%AddedHolders
Q2 20231,765$848.3K0.3%+66+3.9%AddedHolders
Q1 20231,699$802.9K0.3%+490+40.5%AddedHolders
Q4 20221,209$641.0K0.3%–No prior filingHolders