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U.S. Capital Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1808915 AUSTIN, TX

Position in UNH

as of Mar 31, 2026 · filed Apr 7, 2026
Position Value
$22,107,203
-$3,115,841 QoQ
Shares Held
81,700
+6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $26,724,260 across 6 Healthcare Plans names. UNH ranks #1 (82.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
81,700 $22,107,203

All Filings in UNH

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,107,203 81,700
2025-12-31 $25,223,044 76,408
2025-09-30 $24,484,532 70,908
2025-06-30 $11,452,730 36,711
2025-03-31 $9,819,788 18,749
2024-12-31 $5,802,214 11,470
2024-09-30 $7,118,479 12,175
2024-06-30 $7,287,001 14,309
2024-03-31 $6,714,563 13,573
2023-12-31 $7,683,829 14,595
2023-09-30 $5,785,580 11,475
2023-06-30 $5,671,071 11,799
2023-03-31 $5,573,253 11,793
2022-12-31 $6,057,836 11,426
2022-09-30 $5,497,360 10,885
2022-06-30 $10,419,498 20,286
2022-03-31 $10,574,737 20,736
2021-12-31 $10,463,593 20,838
2021-09-30 $8,285,250 21,204