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UnitedHealth shares owned by Capital Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capital Financial Group from 13F filings

Historical chart of Capital Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Capital Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Capital Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $251k 603 415.68

More positions owned by Capital Financial Group

Spdr Series Trust St Str P500etf (SPYM)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Min Etf (USMV)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust St Str Aggre Etf (SPAB)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Johnson & Johnson (JNJ)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Capital Financial Group

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth