Capital Analysts, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1624758 FORT WASHINGTON, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,597,692

+$1,244,913 QoQ

Shares Held

8,656

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,121

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Healthcare · as of Jun 30, 2026

Capital Analysts, LLC holds $4,269,262 across 4 Healthcare Plans names. UNH ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,656	$3,597,692
2	ELV	Elevance Health, Inc.	743	$287,340
3	CI	Cigna Group	1,014	$279,539
4	CVS	CVS HEALTH Corp	1,012	$104,691

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,597,692	8,656	-0.4%	Shares	Defined	2026-08-05
2026-03-31	$2,352,779	8,695	-3.6%	Shares	Defined	2026-05-14
2025-12-31	$2,976,271	9,016	-1.4%	Shares	Defined	2026-05-15
2025-09-30	$3,156,386	9,141	-9.8%	Shares	Defined	2025-11-14
2025-06-30	$3,161,503	10,134	-11.3%	Shares	Defined	2025-08-13
2025-03-31	$5,984,890	11,427	+3.4%	Shares	Defined	2025-05-14
2024-12-31	$5,587,729	11,046	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$6,393,475	10,935	-2.7%	Shares	Defined	2024-11-13
2024-06-30	$5,725,100	11,242	+1.2%	Shares	Defined	2024-08-14
2024-03-31	$5,498,095	11,114	+2.5%	Shares	Defined	2024-05-14
2023-12-31	$5,709,040	10,844	+1.8%	Shares	Defined	2024-01-30
2023-09-30	$5,370,631	10,652	+0.1%	Shares	Defined	2023-11-13
2023-06-30	$5,116,892	10,646	-2.1%	Shares	Defined	2023-08-11
2023-03-31	$5,139,415	10,875	+1.7%	Shares	Defined	2023-05-05
2022-12-31	$5,669,744	10,694	-0.8%	Shares	Defined	2023-02-08
2022-09-30	$5,442,310	10,776	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$5,495,327	10,699	-0.8%	Shares	Defined	2022-08-12
2022-03-31	$5,502,575	10,790	-4.8%	Shares	Defined	2022-05-12
2021-12-31	$5,689,245	11,330	-4.2%	Shares	Defined	2022-02-10
2021-09-30	$4,619,327	11,822	+1.5%	Shares	Defined	2021-11-04
2021-06-30	$4,665,926	11,652	-2.1%	Shares	Defined	2021-11-15
2021-03-31	$4,426,516	11,897	+6.5%	Shares	Defined	2021-05-17
2020-12-31	$3,916,043	11,167	-6.8%	Shares	Sole	2021-02-16
2020-09-30	$3,734,692	11,979	-3.7%	Shares	Sole	2020-11-12
2020-06-30	$3,667,998	12,436	-5.9%	Shares	Sole	2020-08-07
2020-03-31	$3,294,060	13,209	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.