Capstone Financial Advisors, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1599217
DOWNERS GROVE, IL
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$357,441
+$126,087 QoQ
Shares Held
860
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,572
of 3,353 holders
Holding Since
Mar 2020
26 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, 2026Capstone Financial Advisors, Inc. holds $1,503,718 across 2 Healthcare Plans names. UNH ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
4,158 | $1,146,277 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
860 | $357,441 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,441 | 860 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $231,354 | 855 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $280,923 | 851 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,240 | 800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $219,626 | 704 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $365,053 | 697 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $342,467 | 677 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $394,074 | 674 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $339,167 | 666 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $417,526 | 844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $444,340 | 844 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $402,343 | 798 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $348,464 | 725 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $338,374 | 716 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $419,372 | 791 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $384,335 | 761 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $362,622 | 706 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $370,238 | 726 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $354,510 | 706 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $302,432 | 774 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $442,085 | 1,104 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $520,153 | 1,398 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $458,338 | 1,307 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $406,859 | 1,305 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $383,140 | 1,299 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $323,944 | 1,299 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||