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Coastal Bridge Advisors’s UnitedHealth UNH Stock Holding History

Coastal Bridge Advisors’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
Q1 		$591K Buy
2,185
+124
+6% +$36.9K 0.04% 291
2025
Q4 		$680K Buy
2,061
+76
+4% +$25.8K 0.05% 265
2025
Q3 		$685K Sell
1,985
-3,318
-63% -$1M 0.05% 252
2025
Q2 		$1.65M Buy
+5,303
New +$2.03M 0.14% 157
2025
Q1 		– Sell
-1,167
Closed -$590K – 389
2024
Q4 		$590K Buy
1,167
+26
+2% +$14.8K 0.15% 87
2024
Q3 		$667K Buy
1,141
+27
+2% +$15.3K 0.17% 77
2024
Q2 		$567K Buy
1,114
+121
+12% +$59.3K 0.14% 89
2024
Q1 		$491K Hold
993
– – 0.11% 98
2023
Q4 		$523K Buy
993
+20
+2% +$10.7K 0.13% 97
2023
Q3 		$491K Buy
973
+70
+8% +$34.5K 0.13% 92
2023
Q2 		$434K Sell
903
-200
-18% -$97.8K 0.11% 99
2023
Q1 		$521K Buy
1,103
+1
+0.1% +$483 0.13% 90
2022
Q4 		$584K Sell
1,102
-49
-4% -$26K 0.17% 78
2022
Q3 		$581K Buy
1,151
+49
+4% +$25.8K 0.16% 79
2022
Q2 		$566K Buy
1,102
+258
+31% +$130K 0.17% 78
2022
Q1 		$430K Sell
844
-470
-36% -$227K 0.1% 96
2021
Q4 		$589K Buy
1,314
+470
+56% +$213K 0.12% 98
2021
Q3 		$330K Buy
844
+1
+0.1% +$414 0.08% 99
2021
Q2 		$338K Buy
843
+32
+4% +$12.8K 0.07% 103
2021
Q1 		$302K Buy
+811
New +$281K 0.06% 103
2019
Q1 		– Sell
-1,758
Closed -$438K – 143
2018
Q4 		$438K Hold
1,758
– – 0.17% 74
2018
Q3 		$468K Buy
1,758
+1
+0.1% +$260 0.18% 71
2018
Q2 		$431K Buy
1,757
+100
+6% +$24K 0.17% 76
2018
Q1 		$355K Hold
1,657
– – 0.13% 84
2017
Q4 		$366K Buy
1,657
+50
+3% +$10.6K 0.12% 82
2017
Q3 		$315K Hold
1,607
– – 0.1% 81
2017
Q2 		$298K Buy
+1,607
New +$282K 0.1% 78

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coastal Bridge Advisors's UNH Position: Q1 2026 in Review

Coastal Bridge Advisors increased its UnitedHealth (UNH) stake by 6% in Q1 2026, buying an estimated $36.9K and bringing the position to 2,185 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #291.

Coastal Bridge Advisors first reported a position in UNH in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.65M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Coastal Bridge Advisors held 2,185 shares of UnitedHealth worth $591K as of Q1 2026.
  • Coastal Bridge Advisors bought 124 UnitedHealth shares in Q1 2026, an estimated $36.9K.
  • UnitedHealth made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #291 holding.
  • Coastal Bridge Advisors first reported a position in UnitedHealth in Q2 2017 and has held it in 27 quarters since.
  • Coastal Bridge Advisors's UnitedHealth position peaked at $1.65M in Q2 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.