Capital Wealth Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Sell |
3,880
-651
| -14% | -$194K | 0.01% | 128 |
|
|
2025
Q4 | $1.5M | Sell |
4,531
-1,557
| -26% | -$528K | 0.01% | 125 |
|
|
2025
Q3 | $2.1M | Sell |
6,088
-593
| -9% | -$179K | 0.01% | 115 |
|
|
2025
Q2 | $2.08M | Sell |
6,681
-911,587
| -99% | -$348M | 0.02% | 88 |
|
|
2025
Q1 | $481M | Sell |
918,268
-207,383
| -18% | -$106M | 4.17% | 12 |
|
|
2024
Q4 | $569M | Buy |
1,125,651
+115,849
| +11% | +$65.8M | 5.27% | 6 |
|
|
2024
Q3 | $590M | Sell |
1,009,802
-7,150
| -0.7% | -$4.04M | 5.51% | 1 |
|
|
2024
Q2 | $518M | Buy |
1,016,952
+39,713
| +4% | +$19.5M | 5.43% | 3 |
|
|
2024
Q1 | $483M | Buy |
977,239
+72,068
| +8% | +$36.6M | 5.17% | 6 |
|
|
2023
Q4 | $477M | Sell |
905,171
-12,118
| -1% | -$6.46M | 5.46% | 3 |
|
|
2023
Q3 | $462M | Buy |
917,289
+25,350
| +3% | +$12.5M | 5.69% | 2 |
|
|
2023
Q2 | $429M | Buy |
891,939
+29,595
| +3% | +$14.5M | 5.29% | 6 |
|
|
2023
Q1 | $343M | Buy |
862,344
+81,292
| +10% | +$39.2M | 4.64% | 9 |
|
|
2022
Q4 | $414M | Buy |
781,052
+67,744
| +9% | +$35.9M | 6.06% | 1 |
|
|
2022
Q3 | $360M | Buy |
713,308
+67,893
| +11% | +$35.7M | 6.57% | 1 |
|
|
2022
Q2 | $332M | Buy |
645,415
+396
| +0.1% | +$199K | 6.49% | 1 |
|
|
2022
Q1 | $329M | Buy |
645,019
+38,052
| +6% | +$18.4M | 6.65% | 1 |
|
|
2021
Q4 | $305M | Buy |
606,967
+52,170
| +9% | +$23.6M | 6.75% | 1 |
|
|
2021
Q3 | $217M | Buy |
554,797
+36,877
| +7% | +$15.3M | 5.96% | 2 |
|
|
2021
Q2 | $208M | Buy |
517,920
+49,398
| +11% | +$19.7M | 5.85% | 1 |
|
|
2021
Q1 | $174M | Buy |
468,522
+66,491
| +17% | +$23M | 5.69% | 1 |
|
|
2020
Q4 | $140M | Buy |
402,031
+54,395
| +16% | +$18.2M | 5.39% | 4 |
|
|
2020
Q3 | $108M | Buy |
347,636
+22,147
| +7% | +$6.8M | 5.37% | 3 |
|
|
2020
Q2 | $96M | Buy |
325,489
+27,368
| +9% | +$7.84M | 5.47% | 2 |
|
|
2020
Q1 | $74.3M | Buy |
298,121
+105,483
| +55% | +$29M | 4.68% | 3 |
|
|
2019
Q4 | $56.6M | Buy |
192,638
+4,670
| +2% | +$1.22M | 3.35% | 9 |
|
|
2019
Q3 | $46M | Buy |
187,968
+24,981
| +15% | +$6.03M | 2.92% | 11 |
|
|
2019
Q2 | $39.8M | Buy |
162,987
+148,177
| +1,001% | +$35.6M | 2.88% | 13 |
|
|
2019
Q1 | $3.66M | Sell |
14,810
-11,295
| -43% | -$2.88M | 2.4% | 9 |
|
|
2018
Q4 | $8.46M | Buy |
26,105
+11,605
| +80% | +$3.07M | 5.61% | 4 |
|
|
2018
Q3 | $3.86M | Sell |
14,500
-2,325
| -14% | -$605K | 2.63% | 9 |
|
|
2018
Q2 | $4.13M | Buy |
16,825
+6,355
| +61% | +$1.53M | 2.87% | 6 |
|
|
2018
Q1 | $2.24M | Buy |
+10,470
| New | +$2.39M | 1.56% | 16 |
|
|
2017
Q4 | – | Sell |
-7,455
| Closed | -$1.46M | – | 155 |
|
|
2017
Q3 | $1.46M | Sell |
7,455
-143,278
| -95% | -$27.7M | 1.15% | 17 |
|
|
2017
Q2 | $27.9M | Buy |
150,733
+142,993
| +1,847% | +$25.1M | 4.47% | 3 |
|
|
2017
Q1 | $3.25M | Buy |
+7,740
| New | +$1.27M | 2.74% | 6 |
|
|
2016
Q4 | – | Sell |
-29,875
| Closed | -$4.21M | – | 124 |
|
|
2016
Q3 | $4.21M | Buy |
29,875
+4,520
| +18% | +$633K | 3.25% | 7 |
|
|
2016
Q2 | $3.57M | Buy |
25,355
+7,845
| +45% | +$1.05M | 2.69% | 5 |
|
|
2016
Q1 | $2.26M | Buy |
17,510
+12,205
| +230% | +$1.44M | 1.62% | 9 |
|
|
2015
Q4 | $624K | Sell |
5,305
-11,654
| -69% | -$1.36M | 0.57% | 41 |
|
|
2015
Q3 | $1.98M | Buy |
16,959
+4,490
| +36% | +$537K | 1.58% | 13 |
|
|
2015
Q2 | $1.52M | Sell |
12,469
-73
| -0.6% | -$8.63K | 0.91% | 25 |
|
|
2015
Q1 | $1.48M | Sell |
12,542
-285
| -2% | -$31.7K | 0.77% | 31 |
|
|
2014
Q4 | $1.3M | Buy |
+12,827
| New | +$1.22M | 0.61% | 37 |
|
|
2013
Q4 | – | Sell |
-4,765
| Closed | -$341K | – | 136 |
|
|
2013
Q3 | $341K | Buy |
+4,765
| New | +$341K | 0.15% | 93 |
|
Other funds holding UNH
VCM
VPM
Capital Wealth Planning's UNH Position: Q1 2026 in Review
Capital Wealth Planning reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $194K and leaving 3,880 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #128.
Capital Wealth Planning first reported a position in UNH in Q3 2013 and has held it in 45 quarters since. The position peaked at $590M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Capital Wealth Planning held 3,880 shares of UnitedHealth worth $1.05M as of Q1 2026.
- Capital Wealth Planning sold 651 UnitedHealth shares in Q1 2026, an estimated $194K.
- UnitedHealth made up 0.01% of Capital Wealth Planning's portfolio in Q1 2026, its #128 holding.
- Capital Wealth Planning first reported a position in UnitedHealth in Q3 2013 and has held it in 45 quarters since.
- Capital Wealth Planning's UnitedHealth position peaked at $590M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.