Capstone Wealth Management (Alabama)’s UnitedHealth UNH Stock Holding History

Capstone Wealth Management (Alabama)’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Buy	+844	New	+$313K	0.16%	96

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s UNH Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in UnitedHealth (UNH) in Q2 2026: 844 shares worth $351K. The stake represents 0.16% of the portfolio and ranks #96 among its holdings.

1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Capstone Wealth Management (Alabama) held 844 shares of UnitedHealth worth $351K as of Q2 2026.
UnitedHealth was a new Capstone Wealth Management (Alabama) position in Q2 2026.
UnitedHealth made up 0.16% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #96 holding.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.