WealthBridge Capital Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1767313
WESTERVILLE, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$235,246
-$116,981 QoQ
Shares Held
566
-47.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,915
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WealthBridge Capital Management, LLC holds $616,976 across 2 Healthcare Plans names. UNH ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,690 | $381,730 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
566 | $235,246 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,246 | 566 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $352,227 | 1,067 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $394,332 | 1,142 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $526,293 | 1,687 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $941,178 | 1,797 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $994,014 | 1,965 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,135,448 | 1,942 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $695,649 | 1,366 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $741,060 | 1,498 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $911,319 | 1,731 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $868,215 | 1,722 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $800,265 | 1,665 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $757,561 | 1,603 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $805,343 | 1,519 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $730,792 | 1,447 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $743,222 | 1,447 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $651,231 | 1,277 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $641,232 | 1,277 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $498,193 | 1,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $509,359 | 1,272 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $482,574 | 1,297 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $433,791 | 1,237 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $387,218 | 1,242 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $373,996 | 1,268 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $319,705 | 1,282 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||