Capital Asset Advisory Services LLC

Position in UNH — Unitedhealth Group Inc

CIK 1666024 Williamston, MI

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,307,577

+$766,026 QoQ

Shares Held

5,552

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,330

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $3,947,229 across 4 Healthcare Plans names. UNH ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,552	$2,307,577
2	CI	Cigna Group	3,497	$964,052
3	ELV	Elevance Health, Inc.	1,182	$457,114
4	CVS	CVS HEALTH Corp	2,112	$218,486

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,307,577	5,552	-2.5%	Shares	Sole	2026-08-14
2026-03-31	$1,541,551	5,697	-14.5%	Shares	Sole	2026-04-24
2025-12-31	$2,199,853	6,664	-2.7%	Shares	Sole	2026-01-09
2025-09-30	$2,364,614	6,848	+1.0%	Shares	Sole	2025-10-02
2025-06-30	$2,114,844	6,779	-3.0%	Shares	Sole	2025-07-07
2025-03-31	$3,658,917	6,986	-4.9%	Shares	Sole	2025-04-09
2024-12-31	$3,714,529	7,343	+11.5%	Shares	Sole	2025-01-22
2024-09-30	$3,848,948	6,583	-1.1%	Shares	Sole	2024-10-17
2024-06-30	$3,391,162	6,659	-6.5%	Shares	Sole	2024-07-24
2024-03-31	$3,524,737	7,125	+9.8%	Shares	Sole	2024-04-16
2023-12-31	$3,415,210	6,487	+8.0%	Shares	Sole	2024-01-09
2023-09-30	$3,029,173	6,008	+22.3%	Shares	Sole	2023-10-18
2023-06-30	$2,361,864	4,914	+5.4%	Shares	Sole	2023-08-02
2023-03-31	$2,202,741	4,661	+7.6%	Shares	Sole	2023-05-12
2022-12-31	$2,296,209	4,331	+19.5%	Shares	Sole	2023-03-08
2022-09-30	$1,829,759	3,623	+16.2%	Shares	Sole	2022-11-14
2022-06-30	$1,602,011	3,119	+2.5%	Shares	Sole	2022-08-11
2022-03-31	$1,551,838	3,043	-2.1%	Shares	Sole	2022-04-29
2021-12-31	$1,561,153	3,109	-2.9%	Shares	Sole	2022-02-04
2021-09-30	$1,250,758	3,201	-25.4%	Shares	Sole	2021-10-14
2021-06-30	$1,719,088	4,293	-14.3%	Shares	Sole	2021-08-06
2021-03-31	$1,864,814	5,012	-15.2%	Shares	Sole	2021-05-13
2020-12-31	$2,072,869	5,911	+9.7%	Shares	Sole	2021-03-02
2020-09-30	$1,680,440	5,390	-1.1%	Shares	Sole	2020-11-18
2020-06-30	$1,607,477	5,450	+21.2%	Shares	Sole	2020-08-14
2020-03-31	$1,121,461	4,497	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.