CapWealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $21.8M | Sell |
59,277
-95
| -0.2% | -$38.2K | 1.64% | 28 |
|
|
2026
Q2 | $24.7M | Buy |
59,372
+370
| +0.6% | +$137K | 1.69% | 24 |
|
|
2026
Q1 | $16M | Buy |
59,002
+12,431
| +27% | +$3.7M | 1.19% | 36 |
|
|
2025
Q4 | $15.4M | Buy |
46,571
+956
| +2% | +$324K | 1.05% | 36 |
|
|
2025
Q3 | $15.8M | Buy |
45,615
+44,788
| +5,416% | +$13.5M | 1.08% | 38 |
|
|
2025
Q2 | $258K | Buy |
827
+1
| +0.1% | +$382 | 0.03% | 94 |
|
|
2025
Q1 | $433K | Sell |
826
-7
| -0.8% | -$3.58K | 0.05% | 74 |
|
|
2024
Q4 | $421K | Buy |
833
+70
| +9% | +$39.8K | 0.05% | 77 |
|
|
2024
Q3 | $446K | Buy |
763
+229
| +43% | +$130K | 0.05% | 75 |
|
|
2024
Q2 | $272K | Buy |
534
+25
| +5% | +$12.3K | 0.03% | 87 |
|
|
2024
Q1 | $252K | Hold |
509
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $268K | Hold |
509
| – | – | 0.03% | 87 |
|
|
2023
Q3 | $257K | Sell |
509
-43
| -8% | -$21.2K | 0.03% | 91 |
|
|
2023
Q2 | $265K | Buy |
552
+43
| +8% | +$21K | 0.03% | 92 |
|
|
2023
Q1 | $241K | Sell |
509
-113
| -18% | -$54.5K | 0.03% | 97 |
|
|
2022
Q4 | $330K | Hold |
622
| – | – | 0.04% | 90 |
|
|
2022
Q3 | $314K | Sell |
622
-205
| -25% | -$108K | 0.04% | 88 |
|
|
2022
Q2 | $425K | Buy |
827
+205
| +33% | +$103K | 0.05% | 85 |
|
|
2022
Q1 | $317K | Hold |
622
| – | – | 0.03% | 102 |
|
|
2021
Q4 | $312K | Hold |
622
| – | – | 0.03% | 104 |
|
|
2021
Q3 | $243K | Hold |
622
| – | – | 0.03% | 101 |
|
|
2021
Q2 | $249K | Buy |
622
+17
| +3% | +$6.78K | 0.03% | 99 |
|
|
2021
Q1 | $225K | Hold |
605
| – | – | 0.03% | 94 |
|
|
2020
Q4 | $212K | Buy |
+605
| New | +$203K | 0.03% | 94 |
|
|
2016
Q4 | – | Sell |
-605
| Closed | -$85K | – | 244 |
|
|
2016
Q3 | $85K | Hold |
605
| – | – | 0.02% | 119 |
|
|
2016
Q2 | $85K | Hold |
605
| – | – | 0.02% | 117 |
|
|
2016
Q1 | $78K | Hold |
605
| – | – | 0.02% | 116 |
|
|
2015
Q4 | $71K | Hold |
605
| – | – | 0.02% | 113 |
|
|
2015
Q3 | $70K | Hold |
605
| – | – | 0.02% | 111 |
|
|
2015
Q2 | $74K | Sell |
605
-1,720
| -74% | -$203K | 0.02% | 114 |
|
|
2015
Q1 | $275K | Hold |
2,325
| – | – | 0.06% | 74 |
|
|
2014
Q4 | $235K | Hold |
2,325
| – | – | 0.06% | 82 |
|
|
2014
Q3 | $201K | Hold |
2,325
| – | – | 0.05% | 84 |
|
|
2014
Q2 | $190K | Hold |
2,325
| – | – | 0.04% | 83 |
|
|
2014
Q1 | $191K | Hold |
2,325
| – | – | 0.05% | 76 |
|
|
2013
Q4 | $175K | Hold |
2,325
| – | – | 0.04% | 87 |
|
|
2013
Q3 | $166K | Hold |
2,325
| – | – | 0.05% | 90 |
|
|
2013
Q2 | $152K | Buy |
+2,325
| New | +$145K | 0.04% | 96 |
|
Other funds holding UNH
CapWealth Advisors's UNH Position: Q3 2026 in Review
CapWealth Advisors reduced its UnitedHealth (UNH) stake by 0.16% in Q3 2026, selling an estimated $38.2K and leaving 59,277 shares worth $21.8M. The position accounts for 1.64% of the portfolio, ranked #28.
CapWealth Advisors first reported a position in UNH in Q2 2013 and has held it in 38 quarters since. The position peaked at $24.7M in Q2 2026. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.
- CapWealth Advisors held 59,277 shares of UnitedHealth worth $21.8M as of Q3 2026.
- CapWealth Advisors sold 95 UnitedHealth shares in Q3 2026, an estimated $38.2K.
- UnitedHealth made up 1.64% of CapWealth Advisors's portfolio in Q3 2026, its #28 holding.
- CapWealth Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 38 quarters since.
- CapWealth Advisors's UnitedHealth position peaked at $24.7M in Q2 2026.
- 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.
Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.