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Texas Capital Bank Wealth Management Services Inc

Bank

Position 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, 2026

Texas Capital Bank Wealth Management Services Inc holds $9,841,618 across 3 Healthcare Plans names. UNH ranks #1 (94.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
22,258 $9,251,091

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,251,091 22,258
2026-03-31 $6,301,228 23,287
2025-12-31 $5,297,274 16,047
2025-09-30 $5,637,367 16,326
2025-06-30 $4,953,146 15,877
2025-03-31 $8,956,125 17,100
2024-12-31 $8,285,986 16,380
2024-09-30 $9,571,211 16,370
2024-06-30 $8,216,400 16,134
2024-03-31 $7,489,758 15,140
2023-12-31 $8,153,967 15,488
2023-09-30 $8,061,998 15,990
2023-06-30 $9,142,734 19,022
2023-03-31 $9,246,695 19,566
2022-12-31 $10,720,239 20,220
2022-09-30 $10,730,079 21,246
2022-06-30 $11,645,019 22,672
2022-03-31 $14,199,604 27,844
2021-12-31 $14,612,274 29,100
2021-09-30 $11,826,527 30,267
2021-06-30 $8,165,372 20,391
2021-03-31 $6,855,389 18,425
2020-12-31 $5,895,982 16,813
2020-09-30 $3,668,909 11,768
2020-06-30 $3,165,108 10,731
2020-03-31 $2,300,530 9,225