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UNHUNH
30 quarters

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

-$2.1M

Total Shares Change

-10,965

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
2024-Q2
Increased
1M
+4.1%
$517.9M5.4%$483.81
63
2024-Q1
Increased
977,239
+8.0%
$483.4M5.2%$467.99
66
2023-Q4
Decreased
905,171
-1.3%
$476.5M5.5%$496.09
0
2023-Q3
Increased
917,289
+2.8%
$462.5M5.7%$473.48
62
2023-Q2
Increased
891,939
+3.4%
$428.7M5.3%$449.61
63
2023-Q1
Increased
862,344
+10.4%
$342.8M4.6%$440.27
63
2022-Q4
Increased
781,052
+9.5%
$414.1M6.1%$492.17
66
2022-Q3
Increased
713,308
+10.5%
$360.2M6.6%$467.40
67
2022-Q2
Increased
645,415
+0.1%
$331.5M6.5%$473.86
60
2022-Q1
Increased
645,019
+6.3%
$328.9M6.6%$468.81
64
2021-Q4
Increased
606,967
+9.4%
$304.8M6.8%$460.25
66
2021-Q3
Increased
554,797
+7.1%
$216.8M6.0%$356.98
64
2021-Q2
Increased
517,920
+10.5%
$208.1M5.8%$364.56
66
2021-Q1
Increased
468,522
+16.5%
$174.3M5.7%$337.50
69
2020-Q4
Increased
402,031
+15.7%
$139.8M5.4%$316.97
68
2020-Q3
Increased
347,636
+6.8%
$108.4M5.4%$280.79
62
2020-Q2
Increased
325,489
+9.2%
$96M5.5%$264.55
64
2020-Q1
Increased
298,121
+54.8%
$74.3M4.7%$222.72
77
2019-Q4
Increased
192,638
+2.5%
$56.6M3.3%$261.42
55
2019-Q3
Increased
187,968
+15.3%
$46M2.9%$192.51
58
2019-Q2
Increased
162,987
+1000.5%
$39.8M2.9%$215.14
80
2019-Q1
First report
14,810
-
$3.7M2.4%$217.04
0

Other major holders of UNH: VANGUARD GROUP INC, BlackRock, Inc.

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