Point Windward Advisors Inc.: UNH position timeline

Point Windward Advisors Inc. held 12,714 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 12,714 shares

   Change vs previous 13F +94 shares

   2.34% of the 13F portfolio, value $5,284,489.

   13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,620 shares

   Change vs previous 13F +2,188 shares

   1.71% of the 13F portfolio, value $3,414,844.

   13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,432 shares

   Change vs previous 13F -38 shares

   1.65% of the 13F portfolio, value $3,443,852.

   13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,470 shares

   Change vs previous 13F +3,243 shares

   1.69% of the 13F portfolio, value $3,615,283.

   13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,227 shares

   Change vs previous 13F not available

   1.01% of the 13F portfolio, value $2,254,455.

   13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).