Broadway Wealth Solutions, Inc.

SEC CIK: 0002021265
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

UNH holding history

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

UNH overview All 13F holders of UNH Full Q2 2026 holdings

Shares (Q2 2026): 500
Value: $207.8K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2024

Holdings of UNH by Broadway Wealth Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	500	$207.8K	0.1%	+500	New	Holders
Q2 2025	0	$0	0.0%	−1,151−100.0%	Sold out	Holders
Q1 2025	1,151	$603.1K	0.4%	+24+2.1%	Added	Holders
Q4 2024	1,127	$570.1K	0.4%	–	No prior filing	Holders