Wellington Shields Capital Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1506071 NEW YORK, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$150,042

+$52,360 QoQ

Shares Held

361

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,089

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wellington Shields Capital Management, LLC holds $2,258,387 across 3 Healthcare Plans names. UNH ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	15,461	$1,599,440
2	CI	Cigna Group	1,846	$508,905
3	UNH	Unitedhealth Group Inc This page	361	$150,042

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$150,042	361	0.0%	Shares	Sole	2026-08-10
2026-03-31	$97,682	361	-89.6%	Shares	Sole	2026-05-04
2025-12-31	$1,147,132	3,475	-27.6%	Shares	Sole	2026-02-09
2025-09-30	$1,657,440	4,800	-35.4%	Shares	Sole	2025-11-05
2025-06-30	$2,319,184	7,434	-53.1%	Shares	Sole	2025-08-05
2025-03-31	$8,304,580	15,856	+61.6%	Shares	Sole	2025-05-08
2024-12-31	$4,962,992	9,811	+35.5%	Shares	Sole	2025-02-10
2024-09-30	$4,231,913	7,238	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$3,682,968	7,232	+149.2%	Shares	Sole	2024-08-05
2024-03-31	$1,435,619	2,902	0.0%	Shares	Sole	2024-05-03
2023-12-31	$1,527,815	2,902	+411.8%	Shares	Sole	2024-02-09
2023-09-30	$285,875	567	0.0%	Shares	Sole	2023-11-14
2023-06-30	$272,522	567	0.0%	Shares	Sole	2023-08-11
2023-03-31	$267,958	567	-81.5%	Shares	Sole	2023-05-11
2022-12-31	$1,628,712	3,072	+1.7%	Shares	Sole	2023-02-15
2022-09-30	$1,526,230	3,022	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$1,572,735	3,062	-26.7%	Shares	Sole	2022-08-12
2022-03-31	$2,129,124	4,175	-38.9%	Shares	Sole	2022-05-12
2021-12-31	$3,428,611	6,828	+3.1%	Shares	Sole	2022-02-15
2021-09-30	$2,587,089	6,621	+0.2%	Shares	Sole	2021-11-10
2021-06-30	$2,645,707	6,607	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$2,490,636	6,694	-7.0%	Shares	Sole	2021-05-12
2020-12-31	$2,525,246	7,201	+3.6%	Shares	Sole	2021-02-09
2020-09-30	$2,167,113	6,951	0.0%	Shares	Sole	2020-11-10
2020-06-30	$2,050,197	6,951	+3.5%	Shares	Sole	2020-08-05
2020-03-31	$1,674,337	6,714	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.