CAPITAL ADVISORS INC/OK

Position in UNH — Unitedhealth Group Inc

CIK 860828 TULSA, OK

Position in UNH

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

Position Value

$3,637,178

+$1,465,423 QoQ

Shares Held

8,751

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,117

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $5,548,540 across 3 Healthcare Plans names. UNH ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,751	$3,637,178
2	CVS	CVS HEALTH Corp	15,151	$1,567,370
3	HUM	Humana Inc	866	$343,992

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,637,178	8,751	+9.0%	Shares	Sole	2026-07-23
2026-03-31	$2,171,755	8,026	+13.2%	Shares	Sole	2026-04-27
2025-12-31	$2,341,140	7,092	-21.0%	Shares	Sole	2026-01-15
2025-09-30	$3,101,139	8,981	+3.4%	Shares	Sole	2025-10-21
2025-06-30	$2,710,707	8,689	-88.7%	Shares	Sole	2025-07-22
2025-03-31	$40,369,078	77,077	+1.5%	Shares	Sole	2025-04-29
2024-12-31	$38,432,207	75,974	+13.8%	Shares	Sole	2025-01-29
2024-09-30	$39,043,176	66,777	-23.7%	Shares	Sole	2024-10-28
2024-06-30	$44,591,314	87,561	-12.6%	Shares	Sole	2024-07-31
2024-03-31	$49,582,791	100,228	-6.8%	Shares	Sole	2024-04-29
2023-12-31	$56,592,892	107,495	+3.3%	Shares	Sole	2024-01-29
2023-09-30	$52,464,498	104,057	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$50,496,999	105,062	+3.6%	Shares	Sole	2023-07-18
2023-03-31	$47,946,618	101,455	+11.1%	Shares	Sole	2023-04-19
2022-12-31	$48,436,714	91,359	+1.5%	Shares	Sole	2023-01-17
2022-09-30	$45,459,660	90,012	-4.9%	Shares	Sole	2022-10-17
2022-06-30	$48,620,729	94,661	+17.0%	Shares	Sole	2022-07-15
2022-03-31	$41,265,242	80,917	-2.0%	Shares	Sole	2022-05-05
2021-12-31	$41,475,257	82,597	+2.4%	Shares	Sole	2022-01-27
2021-09-30	$31,510,445	80,643	+6.6%	Shares	Sole	2021-10-25
2021-06-30	$30,294,487	75,653	+7.4%	Shares	Sole	2021-08-02
2021-03-31	$26,215,680	70,459	+19.2%	Shares	Sole	2021-05-25
2020-12-31	$20,727,993	59,108	+4.3%	Shares	Sole	2021-02-08
2020-09-30	$17,670,811	56,679	-9.6%	Shares	Sole	2020-11-02
2020-06-30	$18,501,033	62,726	+6.7%	Shares	Sole	2020-09-02
2020-03-31	$14,654,316	58,763	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.