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, 2026U.S. Capital Wealth Advisors, LLC holds $26,724,260 across 6 Healthcare Plans names. UNH ranks #1 (82.7% of the industry book) .
All Filings in UNH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,107,203 | 81,700 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $25,223,044 | 76,408 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,484,532 | 70,908 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,452,730 | 36,711 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,819,788 | 18,749 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,802,214 | 11,470 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,118,479 | 12,175 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,287,001 | 14,309 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,714,563 | 13,573 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,683,829 | 14,595 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,785,580 | 11,475 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,671,071 | 11,799 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,573,253 | 11,793 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,057,836 | 11,426 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,497,360 | 10,885 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,419,498 | 20,286 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,574,737 | 20,736 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,463,593 | 20,838 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,285,250 | 21,204 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||