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CAPTRUST FINANCIAL ADVISORS: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on UNH, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 262,463 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,463 shares
    Change vs previous 13F +30,215 shares

    0.17% of the 13F portfolio, value $109,087,338.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 232,248 shares
    Change vs previous 13F +111,162 shares

    0.11% of the 13F portfolio, value $62,836,526.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 121,086 shares
    Change vs previous 13F -2,239 shares

    0.08% of the 13F portfolio, value $39,971,604.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 123,325 shares
    Change vs previous 13F +12,343 shares

    0.09% of the 13F portfolio, value $42,584,180.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 110,982 shares
    Change vs previous 13F -36,427 shares

    0.08% of the 13F portfolio, value $34,622,903.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 147,409 shares
    Change vs previous 13F -16,915 shares

    0.19% of the 13F portfolio, value $77,205,355.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 164,324 shares
    Change vs previous 13F -46,140 shares

    0.24% of the 13F portfolio, value $83,124,750.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 210,464 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $123,054,350.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).