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WealthBridge Capital Management’s UnitedHealth UNH Stock Holding History

WealthBridge Capital Management’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 		$235K Buy
+566
New +$210K 0.05% 211
2026
Q1 		– Sell
-1,067
Closed -$352K – 225
2025
Q4 		$352K Sell
1,067
-75
-7% -$25.4K 0.08% 152
2025
Q3 		$394K Sell
1,142
-545
-32% -$165K 0.09% 148
2025
Q2 		$526K Sell
1,687
-110
-6% -$42K 0.13% 111
2025
Q1 		$941K Sell
1,797
-168
-9% -$85.9K 0.27% 73
2024
Q4 		$994K Buy
1,965
+23
+1% +$13.1K 0.28% 68
2024
Q3 		$1.14M Buy
1,942
+576
+42% +$326K 0.32% 62
2024
Q2 		$696K Sell
1,366
-132
-9% -$64.7K 0.23% 81
2024
Q1 		$741K Sell
1,498
-233
-13% -$118K 0.25% 72
2023
Q4 		$911K Buy
1,731
+9
+0.5% +$4.8K 0.34% 59
2023
Q3 		$868K Buy
1,722
+57
+3% +$28.1K 0.36% 59
2023
Q2 		$800K Buy
1,665
+62
+4% +$30.3K 0.32% 65
2023
Q1 		$758K Buy
1,603
+84
+6% +$40.5K 0.3% 66
2022
Q4 		$805K Buy
1,519
+72
+5% +$38.1K 0.34% 65
2022
Q3 		$743K Hold
1,447
– – 0.32% 69
2022
Q2 		$743K Buy
1,447
+170
+13% +$85.4K 0.32% 69
2022
Q1 		$651K Hold
1,277
– – 0.24% 86
2021
Q4 		$641K Buy
1,277
+2
+0.2% +$905 0.24% 83
2021
Q3 		$498K Buy
1,275
+3
+0.2% +$1.24K 0.19% 98
2021
Q2 		$509K Sell
1,272
-25
-2% -$9.97K 0.19% 96
2021
Q1 		$483K Buy
1,297
+60
+5% +$20.8K 0.2% 91
2020
Q4 		$434K Sell
1,237
-5
-0.4% -$1.68K 0.19% 90
2020
Q3 		$387K Sell
1,242
-26
-2% -$7.99K 0.2% 85
2020
Q2 		$374K Sell
1,268
-14
-1% -$4.01K 0.21% 81
2020
Q1 		$320K Buy
1,282
+234
+22% +$64.4K 0.22% 79
2019
Q4 		$308K Buy
+1,048
New +$274K 0.2% 91
2019
Q2 		– Sell
-751
Closed -$179K – 827
2019
Q1 		$179K Buy
751
+125
+20% +$31.9K 0.11% 117
2018
Q4 		$156K Buy
+626
New +$165K 0.12% 122

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthBridge Capital Management's UNH Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 566 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in UNH as recently as Q4 2025.

WealthBridge Capital Management first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.14M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • WealthBridge Capital Management held 566 shares of UnitedHealth worth $235K as of Q2 2026.
  • UnitedHealth was a new WealthBridge Capital Management position in Q2 2026.
  • UnitedHealth made up 0.05% of WealthBridge Capital Management's portfolio in Q2 2026, its #211 holding.
  • WealthBridge Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • WealthBridge Capital Management's UnitedHealth position peaked at $1.14M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.