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Capasso Planning Partners LLC

SEC CIK
0001911938
Latest filing
Aug 18, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Capasso Planning Partners 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2023
Holdings of UNH by Capasso Planning Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−353−100.0%Sold outHolders
Q3 2024353$206.4K0.1%−70−16.5%ReducedHolders
Q2 2024423$215.3K0.1%−2−0.5%ReducedHolders
Q1 2024425$210.1K0.1%−12−2.7%ReducedHolders
Q4 2023437$230.3K0.1%+8+1.9%AddedHolders
Q3 2023429$216.4K0.1%+6+1.4%AddedHolders
Q2 2023423$203.3K0.1%+423NewHolders