Texas Capital Bank Wealth Management Services Inc
BankPosition in UNH — Unitedhealth Group Inc
CIK 1802655
Dallas, TX
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,251,091
+$2,949,863 QoQ
Shares Held
22,258
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#772
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $9,841,618 across 3 Healthcare Plans names. UNH ranks #1 (94.0% of the industry book) .
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,251,091 | 22,258 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,301,228 | 23,287 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $5,297,274 | 16,047 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $5,637,367 | 16,326 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,953,146 | 15,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,956,125 | 17,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,285,986 | 16,380 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,571,211 | 16,370 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,216,400 | 16,134 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $7,489,758 | 15,140 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,153,967 | 15,488 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,061,998 | 15,990 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,142,734 | 19,022 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,246,695 | 19,566 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $10,720,239 | 20,220 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $10,730,079 | 21,246 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,645,019 | 22,672 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,199,604 | 27,844 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,612,274 | 29,100 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $11,826,527 | 30,267 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $8,165,372 | 20,391 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,855,389 | 18,425 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,895,982 | 16,813 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,668,909 | 11,768 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,165,108 | 10,731 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,300,530 | 9,225 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||