Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,676,784
+$8,711,433 QoQ
Shares Held
59,372
+0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#503
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026CapWealth Advisors, LLC holds $60,182,707 across 3 Healthcare Plans names. UNH ranks #2 (41.0% of the industry book) .
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,676,784 | 59,372 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,965,351 | 59,002 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,373,552 | 46,571 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,750,859 | 45,615 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $257,999 | 827 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $432,617 | 826 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $421,381 | 833 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $446,110 | 763 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $271,944 | 534 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $251,802 | 509 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $267,973 | 509 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $256,632 | 509 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $265,313 | 552 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $240,548 | 509 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $329,771 | 622 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $314,134 | 622 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $424,772 | 827 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $317,201 | 622 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $312,331 | 622 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $243,040 | 622 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $249,073 | 622 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $225,102 | 605 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $212,161 | 605 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||