RIDGECREST WEALTH PARTNERS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1860719 MILL VALLEY, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$231,505

-$892 QoQ

Shares Held

557

-20.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,930

of 3,349 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

RIDGECREST WEALTH PARTNERS, LLC holds $479,012 across 2 Healthcare Plans names. UNH ranks #2 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc.	640	$247,507
2	UNH	Unitedhealth Group Inc This page	557	$231,505

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,505	557	-20.9%	Shares	Sole	2026-08-05
2025-12-31	$232,397	704	-0.4%	Shares	Sole	2026-01-22
2025-09-30	$244,127	707	0.0%	Shares	Sole	2025-10-14
2025-06-30	$220,562	707	-27.9%	Shares	Sole	2025-07-15
2025-03-31	$513,798	981	-6.7%	Shares	Sole	2025-04-22
2024-12-31	$532,164	1,052	0.0%	Shares	Sole	2025-01-22
2024-09-30	$615,083	1,052	+19.7%	Shares	Sole	2024-11-04
2024-06-30	$447,639	879	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$436,820	883	+0.1%	Shares	Sole	2024-04-17
2023-12-31	$464,346	882	-1.0%	Shares	Sole	2024-01-09
2023-09-30	$449,233	891	-1.9%	Shares	Sole	2023-10-25
2023-06-30	$436,421	908	+8.6%	Shares	Sole	2023-07-31
2023-03-31	$395,085	836	+16.8%	Shares	Sole	2023-04-24
2022-12-31	$379,608	716	0.0%	Shares	Sole	2023-01-26
2022-09-30	$361,608	716	-0.6%	Shares	Sole	2022-10-20
2022-06-30	$369,813	720	-3.4%	Shares	Sole	2022-07-29
2022-03-31	$379,927	745	-2.1%	Shares	Sole	2022-04-26
2021-12-31	$382,128	761	-2.8%	Shares	Sole	2022-01-19
2021-09-30	$305,949	783	-5.7%	Shares	Sole	2021-11-03
2021-06-30	$332,365	830	+3.0%	Shares	Sole	2021-07-21
2021-03-31	$299,888	806	—	Shares	Sole	2021-05-19
No filing history on record for this holder in this stock.