Cape Investment Advisory, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1944437 MCDONOUGH, GA

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$231,505

+$140,065 QoQ

Shares Held

557

+101.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,928

of 3,349 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $2,145,509 across 6 Healthcare Plans names. UNH ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	3,955	$1,529,516
2	CVS	CVS HEALTH Corp	2,895	$299,487
3	UNH	Unitedhealth Group Inc This page	557	$231,505
4	CI	Cigna Group	279	$76,914
5	MOH	Molina Healthcare, Inc.	18	$4,116
6	HUM	Humana Inc	10	$3,971

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,505	557	+101.1%	Shares	Defined	2026-07-23
2025-12-31	$91,440	277	-81.8%	Shares	Sole	2026-02-17
2025-09-30	$524,510	1,519	-8.2%	Shares	Defined	2025-12-29
2025-06-30	$515,998	1,654	+6.3%	Shares	Defined	2025-08-19
2025-03-31	$814,955	1,556	-4.7%	Shares	Defined	2025-05-16
2024-12-31	$826,069	1,633	-1.8%	Shares	Defined	2025-02-05
2024-09-30	$972,322	1,663	-1.2%	Shares	Defined	2024-11-14
2024-06-30	$857,593	1,684	+4.4%	Shares	Defined	2024-08-15
2024-03-31	$797,951	1,613	-0.7%	Shares	Defined	2024-06-21
2023-12-31	$855,513	1,625	+0.7%	Shares	Defined	2024-02-12
2023-09-30	$813,762	1,614	+0.2%	Shares	Defined	2023-11-07
2023-06-30	$774,311	1,611	-2.3%	Shares	Defined	2023-10-12
2023-03-31	$779,300	1,649	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.