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UNHUNH
30 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in UNITEDHEALTH GROUP INC

Capital Wealth Planning, LLC holds 3,845 shares of UNH (UNITEDHEALTH GROUP INC), worth $1.6M as of 2026-Q2. The position was decreased (-0.9% shares). UNH represents 0.0% of Capital Wealth Planning, LLC's portfolio.

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%$415.63
0
2026-Q1
Decreased
3,880
-14.4%
$1M0.0%$289.21
0
2025-Q4
Decreased
4,531
-25.6%
$1.5M0.0%$332.16
0
2025-Q3
Decreased
6,088
-8.9%
$2.1M0.0%$342.87
0
2025-Q2
Decreased
6,681
-99.3%
$2.1M0.0%$305.12
0
2025-Q1
Decreased
918,268
-18.4%
$480.9M4.2%$505.79
0
2024-Q4
Increased
1.1M
+11.5%
$569.4M5.3%$495.60
68
2024-Q3
Decreased
1M
-0.7%
$590.4M5.5%$565.70
0
2024-Q2
Increased
1M
+4.1%
$517.9M5.4%$493.37
63
2024-Q1
Increased
977,239
+8.0%
$483.4M5.2%$477.24
66
2023-Q4
Decreased
905,171
-1.3%
$476.5M5.5%$505.90
0
2023-Q3
Increased
917,289
+2.8%
$462.5M5.7%$482.84
62
2023-Q2
Increased
891,939
+3.4%
$428.7M5.3%$454.49
63
2023-Q1
Increased
862,344
+10.4%
$342.8M4.6%$446.58
63
2022-Q4
Increased
781,052
+9.5%
$414.1M6.1%$501.90
66
2022-Q3
Increased
713,308
+10.5%
$360.2M6.6%$480.21
67
2022-Q2
Increased
645,415
+0.1%
$331.5M6.5%$485.18
60
2022-Q1
Increased
645,019
+6.3%
$328.9M6.6%$488.25
64
2021-Q4
Increased
606,967
+9.4%
$304.8M6.8%$471.49
66
2021-Q3
Increased
554,797
+7.1%
$216.8M6.0%$373.05
64
2021-Q2
Increased
517,920
+10.5%
$208.1M5.8%$369.60
66
2021-Q1
Increased
468,522
+16.5%
$174.3M5.7%$345.55
69
2020-Q4
Increased
402,031
+15.7%
$139.8M5.4%$317.99
68
2020-Q3
Increased
347,636
+6.8%
$108.4M5.4%$279.34
62
2020-Q2
Increased
325,489
+9.2%
$96M5.5%$265.03
64
2020-Q1
Increased
298,121
+54.8%
$74.3M4.7%$228.85
77
2019-Q4
Increased
192,638
+2.5%
$56.6M3.3%$266.47
55
2019-Q3
Increased
187,968
+15.3%
$46M2.9%$194.45
58
2019-Q2
Increased
162,987
+1000.5%
$39.8M2.9%$219.39
80
2019-Q1
New
14,810
-
$3.7M2.4%$221.33
69

Other major holders of UNH: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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