Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Capital & Planning, 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)
- 3,492
- Value
- $1.45M
- % of portfolio
- 0.7%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,492 | $1.45M | 0.7% | +289+9.0% | Added | Holders |
| Q1 2026 | 3,203 | $866.7K | 0.5% | +3,203 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −3,827−100.0% | Sold out | Holders |
| Q3 2025 | 3,827 | $1.32M | 0.8% | −196−4.9% | Reduced | Holders |
| Q2 2025 | 4,023 | $1.25M | 0.9% | +1,144+39.7% | Added | Holders |
| Q1 2025 | 2,879 | $1.51M | 1.1% | +330+12.9% | Added | Holders |
| Q4 2024 | 2,549 | $1.29M | 0.9% | – | No prior filing | Holders |