Ownership history in Ballast, Inc. · 32 quarters on record
This page tracks every 13F SEC filing in which Ballast, Inc. reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,946 | +253 | +1.6% | 1.23% | $5.3M | $327.56 |
| 2025 Q3 | ADDED | 15,693 | +1,231 | +8.5% | 1.31% | $5.4M | $340.35 |
| 2025 Q1 | ADDED | 14,462 | +207 | +1.5% | 2.14% | $7.6M | $509.39 |
| 2024 Q4 | REDUCED | 14,255 | -400 | -2.7% | 2.06% | $7.2M | $489.89 |
| 2024 Q3 | REDUCED | 14,655 | -113 | -0.8% | 2.43% | $8.6M | $564.06 |
| 2024 Q2 | ADDED | 14,768 | +13 | +0.1% | 2.31% | $7.5M | $489.57 |
| 2024 Q1 | ADDED | 14,755 | +2,146 | +17.0% | 2.31% | $7.3M | $473.56 |
| 2023 Q4 | REDUCED | 12,609 | -105 | -0.8% | 2.29% | $6.6M | $501.99 |
| 2023 Q3 | ADDED | 12,714 | +9 | +0.1% | 2.55% | $6.4M | $479.11 |
| 2023 Q2 | ADDED | 12,705 | +148 | +1.2% | 2.34% | $6.1M | $454.96 |
As of 2025 Q4 — sorted by position size