Narwhal Capital Management

Position in UNH — Unitedhealth Group Inc

CIK 1461287 MARIETTA, GA

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,870,335

+$638,069 QoQ

Shares Held

4,500

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,443

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

Narwhal Capital Management holds $2,763,603 across 3 Healthcare Plans names. UNH ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,500	$1,870,335
2	CVS	CVS HEALTH Corp	6,646	$687,528
3	ELV	Elevance Health, Inc.	532	$205,740

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,870,335	4,500	-1.2%	Shares	Sole	2026-07-24
2026-03-31	$1,232,266	4,554	-17.8%	Shares	Sole	2026-04-24
2025-12-31	$1,829,469	5,542	-24.5%	Shares	Sole	2026-01-30
2025-09-30	$2,535,537	7,343	-48.0%	Shares	Sole	2025-10-24
2025-06-30	$4,402,832	14,113	-42.4%	Shares	Sole	2025-07-23
2025-03-31	$12,828,208	24,493	-32.3%	Shares	Sole	2025-04-23
2024-12-31	$18,292,403	36,161	-15.6%	Shares	Sole	2025-01-22
2024-09-30	$25,052,368	42,848	-6.1%	Shares	Sole	2024-10-22
2024-06-30	$23,250,265	45,655	-1.0%	Shares	Sole	2024-08-05
2024-03-31	$22,818,037	46,125	+19.4%	Shares	Sole	2024-04-26
2023-12-31	$20,332,797	38,621	-14.1%	Shares	Sole	2024-01-25
2023-09-30	$22,674,936	44,973	+2.0%	Shares	Sole	2023-10-30
2023-06-30	$21,200,549	44,109	+1.8%	Shares	Sole	2023-08-03
2023-03-31	$20,467,872	43,310	+2.6%	Shares	Sole	2023-05-02
2022-12-31	$22,378,897	42,210	+1.7%	Shares	Sole	2023-01-31
2022-09-30	$20,960,675	41,503	-3.1%	Shares	Sole	2022-11-01
2022-06-30	$22,004,936	42,842	-4.0%	Shares	Sole	2022-08-01
2022-03-31	$22,757,921	44,626	-4.1%	Shares	Sole	2022-04-26
2021-12-31	$23,364,574	46,530	-4.5%	Shares	Sole	2022-01-26
2021-09-30	$19,035,289	48,716	-0.9%	Shares	Sole	2021-10-22
2021-06-30	$19,692,037	49,176	+0.3%	Shares	Sole	2021-07-29
2021-03-31	$18,233,662	49,006	+13.1%	Shares	Sole	2021-04-23
2020-12-31	$15,191,106	43,319	+5.6%	Shares	Sole	2021-02-02
2020-09-30	$12,792,546	41,032	+1.2%	Shares	Sole	2020-10-26
2020-06-30	$11,955,208	40,533	+6.0%	Shares	Sole	2020-07-22
2020-03-31	$9,538,036	38,247	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.