Caprock Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1610769 BOISE, ID

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$11,162,159

+$5,222,709 QoQ

Shares Held

26,856

+22.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#709

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Caprock Group, LLC holds $29,379,854 across 7 Healthcare Plans names. UNH ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	26,856	$11,162,159
2	CVS	CVS HEALTH Corp	60,398	$6,248,173
3	CI	Cigna Group	16,519	$4,553,957
4	ELV	Elevance Health, Inc.	7,747	$2,995,997
5	CNC	Centene Corp	32,915	$2,112,813
6	HUM	Humana Inc	3,795	$1,507,449
7	MOH	Molina Healthcare, Inc.	3,495	$799,306

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,162,159	26,856	+22.4%	Shares	Sole	2026-07-27
2026-03-31	$5,939,450	21,950	-17.0%	Shares	Sole	2026-05-11
2025-12-31	$8,728,438	26,441	+18.2%	Shares	Sole	2026-01-28
2025-09-30	$7,721,943	22,363	-0.8%	Shares	Sole	2025-11-06
2025-03-31	$11,806,372	22,542	+1.4%	Shares	Sole	2025-05-15
2024-12-31	$11,250,832	22,241	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$13,034,855	22,294	+6.1%	Shares	Sole	2024-11-07
2024-06-30	$10,697,515	21,006	+48.4%	Shares	Sole	2024-08-06
2024-03-31	$7,003,962	14,158	-0.7%	Shares	Sole	2024-04-29
2023-12-31	$7,505,356	14,256	+1.4%	Shares	Sole	2024-01-18
2023-09-30	$7,089,919	14,062	+1.7%	Shares	Sole	2023-10-18
2023-06-30	$6,646,770	13,829	-1.1%	Shares	Sole	2023-08-10
2023-03-31	$6,609,171	13,985	+7.9%	Shares	Sole	2023-04-26
2022-12-31	$6,870,602	12,959	+2.3%	Shares	Sole	2023-01-23
2022-09-30	$6,400,371	12,673	+0.7%	Shares	Sole	2022-11-07
2022-06-30	$6,464,547	12,586	+5.4%	Shares	Sole	2022-07-26
2022-03-31	$6,089,041	11,940	+4.8%	Shares	Sole	2022-04-12
2021-12-31	$5,721,383	11,394	+3.1%	Shares	Sole	2022-01-18
2021-09-30	$4,319,239	11,054	-0.1%	Shares	Sole	2021-10-07
2021-06-30	$4,431,669	11,067	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$3,894,084	10,466	-7.6%	Shares	Sole	2021-04-29
2020-12-31	$3,970,398	11,322	+2.6%	Shares	Sole	2021-01-29
2020-09-30	$3,440,070	11,034	+11.0%	Shares	Sole	2020-10-29
2020-06-30	$2,932,687	9,943	+17.8%	Shares	Sole	2020-08-05
2020-03-31	$2,105,764	8,444	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.