A detailed history of Balance Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Balance Wealth, LLC holds 1,147 shares of UNH stock, worth $367,636. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,147
Previous 1,255 8.61%
Holding current value
$367,636
Previous $433 Million 12.61%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026

SELL
$320.52 - $369.92 $34,616 - $39,951
-108 Reduced 8.61%
1,147 $379 Million
Q3 2025

Oct 20, 2025

BUY
$237.77 - $353.61 $60,155 - $89,463
253 Added 25.25%
1,255 $433 Million
Q2 2025

Aug 13, 2025

BUY
$274.35 - $599.47 $50,480 - $110,302
184 Added 22.49%
1,002 $313 Million
Q1 2025

Apr 23, 2025

BUY
$461.52 - $548.18 $377,523 - $448,411
818 New
818 $428 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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