Capital Advisors, Ltd. LLC

Position in UNH — Unitedhealth Group Inc

CIK 1597878 SHAKER HEIGHTS, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$471,740

+$68,291 QoQ

Shares Held

1,135

-23.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,354

of 3,349 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Advisors, Ltd. LLC holds $814,432 across 7 Healthcare Plans names. UNH ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,135	$471,740
2	ELV	Elevance Health, Inc.	251	$97,069
3	CVS	CVS HEALTH Corp	820	$84,829
4	CI	Cigna Group	296	$81,601
5	HUM	Humana Inc	165	$65,541
6	CNC	Centene Corp	202	$12,966
7	MOH	Molina Healthcare, Inc.	3	$686

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,740	1,135	-23.9%	Shares	Sole	2026-07-16
2026-03-31	$403,449	1,491	-4.8%	Shares	Sole	2026-04-16
2025-12-31	$516,952	1,566	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$535,215	1,550	+4.8%	Shares	Sole	2025-10-16
2025-06-30	$461,403	1,479	-16.8%	Shares	Sole	2025-07-24
2025-03-31	$931,227	1,778	-2.4%	Shares	Sole	2025-04-15
2024-12-31	$921,676	1,822	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$1,075,226	1,839	+1.2%	Shares	Sole	2024-10-24
2024-06-30	$925,834	1,818	+7.1%	Shares	Sole	2024-07-25
2024-03-31	$839,505	1,697	-1.5%	Shares	Sole	2024-04-18
2023-12-31	$906,581	1,722	+3.7%	Shares	Sole	2024-02-02
2023-09-30	$836,955	1,660	+23.5%	Shares	Sole	2023-10-27
2023-06-30	$645,980	1,344	+54.0%	Shares	Sole	2023-07-26
2023-03-31	$412,571	873	-54.3%	Shares	Sole	2023-05-03
2022-12-31	$762	1,911	+33.6%	Shares	Sole	2023-02-07
2022-09-30	$722,207	1,430	+2.2%	Shares	Sole	2022-11-09
2022-06-30	$718,568	1,399	+5.0%	Shares	Sole	2022-08-05
2022-03-31	$679,790	1,333	+13.6%	Shares	Sole	2022-05-09
2021-12-31	$589,010	1,173	+38.7%	Shares	Sole	2022-02-08
2021-09-30	$330,566	846	+29.4%	Shares	Sole	2021-11-12
2021-06-30	$261,887	654	+2155.2%	Shares	Sole	2021-08-10
2021-03-31	$10,790	29	-58.6%	Shares	Sole	2021-05-13
2020-03-31	$17,456	70	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.