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BayBridge Capital Group’s UnitedHealth UNH Stock Holding History

BayBridge Capital Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Buy
1,134
+341
+43% +$126K 0.25% 76
2026
Q1 		$262K Hold
793
– – 0.16% 85
2025
Q4 		$262K Sell
793
-197
-20% -$66.8K 0.16% 85
2025
Q3 		$342K Buy
+990
New +$299K 0.22% 73

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

BayBridge Capital Group's UNH Position: Q2 2026 in Review

BayBridge Capital Group increased its UnitedHealth (UNH) stake by 43% in Q2 2026, buying an estimated $126K and bringing the position to 1,134 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #76.

BayBridge Capital Group first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BayBridge Capital Group held 1,134 shares of UnitedHealth worth $471K as of Q2 2026.
  • BayBridge Capital Group bought 341 UnitedHealth shares in Q2 2026, an estimated $126K.
  • UnitedHealth made up 0.25% of BayBridge Capital Group's portfolio in Q2 2026, its #76 holding.
  • BayBridge Capital Group first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.