Question 1

How many shares of UNH does Capital Wealth Planning, LLC own?

Accepted Answer

As of 2026-Q2, Capital Wealth Planning, LLC holds 3,845 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is Capital Wealth Planning, LLC's UNH position worth?

Accepted Answer

As of 2026-Q2, Capital Wealth Planning, LLC's UNH position is worth $1.6M.

Question 3

Is Capital Wealth Planning, LLC buying or selling UNH?

Accepted Answer

In 2026-Q2, Capital Wealth Planning, LLC decreased their UNH position (-0.9% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy UNH?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in UNH in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,845	-0.9%	$1.6M	0.0%	$415.63	0
2026-Q1	Decreased	3,880	-14.4%	$1M	0.0%	$289.21	0
2025-Q4	Decreased	4,531	-25.6%	$1.5M	0.0%	$332.16	0
2025-Q3	Decreased	6,088	-8.9%	$2.1M	0.0%	$342.87	0
2025-Q2	Decreased	6,681	-99.3%	$2.1M	0.0%	$305.12	0
2025-Q1	Decreased	918,268	-18.4%	$480.9M	4.2%	$505.79	0
2024-Q4	Increased	1.1M	+11.5%	$569.4M	5.3%	$495.60	68
2024-Q3	Decreased	1M	-0.7%	$590.4M	5.5%	$565.70	0