Coastal Bridge Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1665976 WESTPORT, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$884,460

+$293,221 QoQ

Shares Held

2,128

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,910

of 3,349 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $3,315,094 across 3 Healthcare Plans names. UNH ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	4,434	$1,714,760
2	UNH	Unitedhealth Group Inc This page	2,128	$884,460
3	CVS	CVS HEALTH Corp	6,920	$715,874

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,460	2,128	-2.6%	Shares	Sole	2026-08-17
2026-03-31	$591,239	2,185	+6.0%	Shares	Sole	2026-05-14
2025-12-31	$680,356	2,061	+3.8%	Shares	Sole	2026-02-18
2025-09-30	$685,420	1,985	-62.6%	Shares	Sole	2025-11-03
2025-06-30	$1,654,376	5,303	-12.6%	Shares	Sole	2025-08-14
2025-03-31	$3,177,591	6,067	+419.9%	Shares	Sole	2025-08-25
2024-12-31	$590,338	1,167	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$667,119	1,141	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$567,315	1,114	+12.2%	Shares	Sole	2024-08-16
2024-03-31	$491,237	993	0.0%	Shares	Sole	2024-05-15
2023-12-31	$522,784	993	+2.1%	Shares	Sole	2024-02-15
2023-09-30	$490,576	973	+7.8%	Shares	Sole	2023-11-14
2023-06-30	$434,017	903	-18.1%	Shares	Sole	2023-08-17
2023-03-31	$521,266	1,103	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$584,258	1,102	-4.3%	Shares	Sole	2023-02-08
2022-09-30	$581,301	1,151	+4.4%	Shares	Sole	2022-11-15
2022-06-30	$566,020	1,102	+30.6%	Shares	Sole	2022-11-15
2022-03-31	$430,414	844	-35.8%	Shares	Sole	2022-05-13
2021-12-31	$659,811	1,314	+55.7%	Shares	Sole	2022-05-20
2021-09-30	$329,784	844	+0.1%	Shares	Sole	2022-05-20
2021-06-30	$337,570	843	+3.9%	Shares	Sole	2021-08-10
2021-03-31	$301,748	811	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.