SEC 13F Intelligence

Captrust Financial Advisors / UNH

Captrust Financial Advisors’s Unitedhealth Group Inc Position

Does Captrust Financial Advisors own Unitedhealth Group Inc (UNH)? Yes — 232.2K shares worth $63M (+0.11% of its 13F portfolio) as of Q1 2026, up from 121.1K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
232.2K
% of Portfolio
+0.11%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $4MQ4 ’19: $14MQ4 ’19Q1 ’20: $11MQ2 ’20: $14MQ3 ’20: $15MQ4 ’20: $19MQ4 ’20Q1 ’21: $25MQ2 ’21: $33MQ3 ’21: $38MQ4 ’21: $53MQ4 ’21Q1 ’22: $69MQ2 ’22: $102MQ3 ’22: $117MQ4 ’22: $141MQ4 ’22Q1 ’23: $125MQ2 ’23: $126MQ3 ’23: $142MQ4 ’23: $151MQ4 ’23Q1 ’24: $103MQ2 ’24: $106MQ3 ’24: $123MQ4 ’24: $83MQ4 ’24Q1 ’25: $77MQ2 ’25: $35MQ3 ’25: $43MQ4 ’25: $40MQ4 ’25Q1 ’26: $63Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026232.2K$63M+0.11%
Q4 2025121.1K$40M+0.08%
Q3 2025123.3K$43M+0.09%
Q2 2025111.0K$35M+0.08%
Q1 2025147.4K$77M+0.19%
Q4 2024164.3K$83M+0.24%
Q3 2024210.5K$123M+0.37%
Q2 2024208.7K$106M+0.34%
Q1 2024207.9K$103M+0.38%
Q4 2023286.4K$151M+0.52%
Q3 2023294.8K$142M+0.54%
Q2 2023262.5K$126M+0.50%
Q1 2023264.9K$125M+0.55%
Q4 2022265.3K$141M+0.71%
Q3 2022231.8K$117M+0.68%
Q2 2022199.1K$102M+0.66%
Q1 2022136.2K$69M+0.45%
Q4 2021105.8K$53M+0.36%
Q3 202197.0K$38M+0.32%
Q2 202182.9K$33M+0.31%
Q1 202166.3K$25M+0.27%
Q4 202053.0K$19M+0.25%
Q3 202049.3K$15M+0.26%
Q2 202046.8K$14M+0.23%
Q1 202046.2K$11M+0.24%
Q4 201947.4K$14M+0.22%
Q3 201920.5K$4M+0.16%
Q2 201920.5K$5M+0.19%
Q1 201918.9K$5M+0.19%
Q4 201815.8K$4M+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Captrust Financial Advisors’s full portfolio or all institutional holders of UNH.