CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UnitedHealth UNH Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$568K Buy
+2,100
New +$625K ﹤0.01% 1949
2023
Q4 		– Sell
-12,700
Closed -$6.4K – 2801
2023
Q3 		$6.4K Buy
+12,700
New +$6.25M ﹤0.01% 2544

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CAPTRUST Financial Advisors's UNH Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its UnitedHealth (UNH) stake by 92% in Q1 2026, buying an estimated $33.1M and bringing the position to 232,248 shares worth $62.8M. The position accounts for 0.11% of the portfolio, ranked #165.

CAPTRUST Financial Advisors first reported a position in UNH in Q2 2017 and has held it in 36 quarters since. The position peaked at $151M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CAPTRUST Financial Advisors held 232,248 shares of UnitedHealth worth $62.8M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 111,162 UnitedHealth shares in Q1 2026, an estimated $33.1M.
  • UnitedHealth made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #165 holding.
  • CAPTRUST Financial Advisors first reported a position in UnitedHealth in Q2 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's UnitedHealth position peaked at $151M in Q4 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.