UnitedHealth shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 800 | 345.30 |
| 2025-06-30 | $220k | 704 | 311.97 |
| 2025-03-31 | $365k | 697 | 523.75 |
| 2024-12-31 | $343k | 677 | 505.86 |
| 2024-09-30 | $394k | 674 | 584.68 |
| 2024-06-30 | $339k | 666 | 509.26 |
| 2024-03-31 | $418k | 844 | 494.70 |
| 2023-09-30 | $402k | 798 | 504.19 |
| 2023-06-30 | $349k | 725 | 480.64 |
| 2023-03-31 | $338k | 716 | 472.59 |
| 2022-12-31 | $419k | 791 | 530.18 |
| 2022-09-30 | $384k | 761 | 504.60 |
| 2022-06-30 | $363k | 706 | 514.16 |
| 2022-03-31 | $370k | 726 | 509.64 |
| 2021-12-31 | $355k | 706 | 502.83 |
| 2021-09-30 | $303k | 774 | 391.47 |
| 2021-06-30 | $442k | 1.1k | 400.36 |
| 2021-03-31 | $520k | 1.4k | 371.96 |
| 2020-12-31 | $458k | 1.3k | 350.42 |
| 2020-09-30 | $407k | 1.3k | 311.88 |
| 2020-06-30 | $383k | 1.3k | 294.84 |
| 2020-03-31 | $324k | 1.3k | 249.42 |
| 2019-12-31 | $449k | 1.5k | 293.85 |
| 2019-09-30 | $288k | 1.3k | 217.36 |
| 2019-06-30 | $274k | 1.1k | 244.21 |
| 2019-03-31 | $400k | 1.6k | 247.07 |
| 2018-12-31 | $353k | 1.4k | 249.29 |
| 2018-09-30 | $315k | 1.2k | 266.27 |
| 2018-06-30 | $290k | 1.2k | 245.55 |
| 2018-03-31 | $252k | 1.2k | 213.74 |
| 2017-12-31 | $261k | 1.2k | 220.81 |
| 2017-09-30 | $225k | 1.2k | 195.65 |
More positions owned by Capstone Financial Advisors
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