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Livermore
Livermore
ZHEN

CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
59,372
Value
$24.7M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of UNH by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,372$24.7M1.7%+370+0.6%AddedHolders
Q1 202659,002$16.0M1.2%+12,431+26.7%AddedHolders
Q4 202546,571$15.4M1.1%+956+2.1%AddedHolders
Q3 202545,615$15.8M1.1%+44,788+5,415.7%AddedHolders
Q2 2025827$258.0K<0.1%+1+0.1%AddedHolders
Q1 2025826$432.6K<0.1%−7−0.8%ReducedHolders
Q4 2024833$421.4K<0.1%+70+9.2%AddedHolders
Q3 2024763$446.1K<0.1%+229+42.9%AddedHolders
Q2 2024534$271.9K<0.1%+25+4.9%AddedHolders
Q1 2024509$251.8K<0.1%00.0%UnchangedHolders
Q4 2023509$268.0K<0.1%00.0%UnchangedHolders
Q3 2023509$256.6K<0.1%−43−7.8%ReducedHolders
Q2 2023552$265.3K<0.1%+43+8.4%AddedHolders
Q1 2023509$240.5K<0.1%−113−18.2%ReducedHolders
Q4 2022622$329.8K<0.1%00.0%UnchangedHolders
Q3 2022622$314.0K<0.1%−205−24.8%ReducedHolders
Q2 2022827$425.0K0.1%+205+33.0%AddedHolders
Q1 2022622$317.0K<0.1%00.0%UnchangedHolders
Q4 2021622$312.0K<0.1%00.0%UnchangedHolders
Q3 2021622$243.0K<0.1%00.0%UnchangedHolders
Q2 2021622$249.0K<0.1%+17+2.8%AddedHolders
Q1 2021605$225.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.