Capital Investment Advisory Services, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1659203 RALEIGH, NC

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,070,270

+$1,751,484 QoQ

Shares Held

12,199

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#969

of 3,349 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)

Derivatives in UNH

reported options exposure · as of Dec 31, 2025

CallValue

$66,022

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Capital Investment Advisory Services, LLC holds $6,466,714 across 3 Healthcare Plans names. UNH ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	12,199	$5,070,270
2	CVS	CVS HEALTH Corp	10,695	$1,106,397
3	ELV	Elevance Health, Inc.	750	$290,047

All Filings in UNH

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,070,270	12,199	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$3,318,786	12,265	+27.8%	Shares	Sole	2026-05-05
2025-12-31	$3,168,395	9,598	+0.4%	Shares	Sole	2026-01-21
2025-12-31	$66,022	200	—	Call	Sole	2026-01-21
2025-09-30	$3,300,722	9,559	+28.0%	Shares	Sole	2025-11-05
2025-06-30	$2,330,103	7,469	+66.8%	Shares	Sole	2025-08-08
2025-03-31	$2,345,876	4,479	+3.1%	Shares	Sole	2025-04-29
2024-12-31	$2,196,949	4,343	+14.5%	Shares	Sole	2025-01-23
2024-09-30	$2,217,691	3,793	+1.4%	Shares	Sole	2024-10-30
2024-06-30	$1,904,632	3,740	+10.6%	Shares	Sole	2024-08-14
2024-03-31	$1,673,075	3,382	-6.8%	Shares	Sole	2024-04-25
2023-12-31	$1,910,559	3,629	-0.4%	Shares	Sole	2024-02-01
2023-09-30	$1,836,764	3,643	-4.1%	Shares	Sole	2023-11-02
2023-06-30	$1,825,951	3,799	+2.7%	Shares	Sole	2023-07-28
2023-03-31	$1,747,637	3,698	-3.5%	Shares	Sole	2023-04-21
2022-12-31	$2,031,119	3,831	-5.7%	Shares	Sole	2023-02-03
2022-09-30	$2,051,472	4,062	+6.8%	Shares	Sole	2022-10-26
2022-06-30	$1,953,848	3,804	+7.2%	Shares	Sole	2022-07-22
2022-03-31	$1,810,393	3,550	+6.9%	Shares	Sole	2022-05-03
2021-12-31	$1,667,606	3,321	+0.1%	Shares	Sole	2022-02-01
2021-09-30	$1,296,084	3,317	-6.8%	Shares	Sole	2021-10-28
2021-06-30	$1,425,165	3,559	-7.2%	Shares	Sole	2021-07-27
2021-03-31	$1,426,516	3,834	-1.4%	Shares	Sole	2021-05-05
2020-12-31	$1,363,794	3,889	+57.6%	Shares	Sole	2021-01-25
2020-09-30	$769,136	2,467	-35.9%	Shares	Sole	2020-10-19
2020-06-30	$1,135,262	3,849	-8.6%	Shares	Sole	2020-08-05
2020-03-31	$1,050,139	4,211	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.