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UNHUNH

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Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in UnitedHealth Group Incorporated

Yes. Capital Wealth Planning holds 3,845 shares of UNH (UnitedHealth Group), worth $1.6M, as of its Q2 2026 13F filing. It reduced the position by 35 shares (-0.9%) from Q1 2026. Capital Wealth Planning has held UNH in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$1.6M

Current Shares

3,845

Total Value Change

-$588.8M

Total Shares Change

-1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,845
-0.9%
$1.6M0.0%$413.09
0
2026-Q1
Decreased
3,880
-14.4%
$1M0.0%$267.41
0
2025-Q4
Decreased
4,531
-25.6%
$1.5M0.0%$323.71
0
2025-Q3
Decreased
6,088
-8.9%
$2.1M0.0%$336.34
0
2025-Q2
Decreased
6,681
-99.3%
$2.1M0.0%$301.97
0
2025-Q1
Decreased
918,268
-18.4%
$480.9M4.2%$503.39
0
2024-Q4
Increased
1.1M
+11.5%
$569.4M5.3%$484.13
68
2024-Q3
Decreased
1M
-0.7%
$590.4M5.5%$557.43
0

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