Calton & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $812K | Sell |
3,001
-648
| -18% | -$193K | 0.12% | 169 |
|
|
2025
Q4 | $1.2M | Buy |
3,649
+254
| +7% | +$86.1K | 0.18% | 112 |
|
|
2025
Q3 | $1.17M | Buy |
3,395
+862
| +34% | +$261K | 0.18% | 108 |
|
|
2025
Q2 | $790K | Sell |
2,533
-341
| -12% | -$130K | 0.14% | 144 |
|
|
2025
Q1 | $1.51M | Buy |
+2,874
| New | +$1.47M | 0.34% | 62 |
|
|
2024
Q4 | – | Sell |
-2,652
| Closed | -$1.55M | – | 277 |
|
|
2024
Q3 | $1.55M | Buy |
+2,652
| New | +$1.5M | 0.59% | 43 |
|
|
2024
Q1 | – | Sell |
-651
| Closed | -$343K | – | 254 |
|
|
2023
Q4 | $343K | Sell |
651
-2,409
| -79% | -$1.28M | 0.14% | 149 |
|
|
2023
Q3 | $1.54M | Buy |
3,060
+2,378
| +349% | +$1.17M | 2.26% | 11 |
|
|
2023
Q2 | $328K | Buy |
682
+8
| +1% | +$3.91K | 0.15% | 136 |
|
|
2023
Q1 | $319K | Sell |
674
-519
| -44% | -$250K | 0.15% | 144 |
|
|
2022
Q4 | $633K | Buy |
1,193
+77
| +7% | +$40.8K | 0.24% | 106 |
|
|
2022
Q3 | $564K | Sell |
1,116
-111
| -9% | -$58.4K | 0.32% | 78 |
|
|
2022
Q2 | $630K | Sell |
1,227
-275
| -18% | -$138K | 0.35% | 74 |
|
|
2022
Q1 | $766K | Sell |
1,502
-167
| -10% | -$80.5K | 0.23% | 118 |
|
|
2021
Q4 | $838K | Sell |
1,669
-496
| -23% | -$225K | 0.22% | 122 |
|
|
2021
Q3 | $846K | Buy |
2,165
+93
| +4% | +$38.5K | 0.19% | 139 |
|
|
2021
Q2 | $832K | Sell |
2,072
-58
| -3% | -$23.1K | 0.16% | 142 |
|
|
2021
Q1 | $793K | Sell |
2,130
-315
| -13% | -$109K | 0.15% | 131 |
|
|
2020
Q4 | $858K | Buy |
2,445
+48
| +2% | +$16.1K | 0.15% | 121 |
|
|
2020
Q3 | $748K | Buy |
2,397
+1,209
| +102% | +$371K | 0.15% | 118 |
|
|
2020
Q2 | $351K | Buy |
1,188
+294
| +33% | +$84.2K | 0.08% | 199 |
|
|
2020
Q1 | $223K | Sell |
894
-1,274
| -59% | -$351K | 0.06% | 253 |
|
|
2019
Q4 | $637K | Buy |
2,168
+303
| +16% | +$79.3K | 0.13% | 141 |
|
|
2019
Q3 | $405K | Sell |
1,865
-209
| -10% | -$50.4K | 0.09% | 185 |
|
|
2019
Q2 | $506K | Buy |
2,074
+384
| +23% | +$92.4K | 0.14% | 125 |
|
|
2019
Q1 | $418K | Sell |
1,690
-1,580
| -48% | -$403K | 0.13% | 151 |
|
|
2018
Q4 | $815K | Buy |
3,270
+436
| +15% | +$115K | 0.3% | 66 |
|
|
2018
Q3 | $754K | Buy |
2,834
+108
| +4% | +$28.1K | 0.22% | 74 |
|
|
2018
Q2 | $706K | Sell |
2,726
-6,344
| -70% | -$1.52M | 0.21% | 82 |
|
|
2018
Q1 | $1.94M | Buy |
9,070
+3,332
| +58% | +$761K | 0.56% | 33 |
|
|
2017
Q4 | $1.41M | Buy |
+5,738
| New | +$1.22M | 0.35% | 46 |
|
Other funds holding UNH
VCM
VPM
Calton & Associates's UNH Position: Q1 2026 in Review
Calton & Associates reduced its UnitedHealth (UNH) stake by 18% in Q1 2026, selling an estimated $193K and leaving 3,001 shares worth $812K. The position accounts for 0.12% of the portfolio, ranked #169.
Calton & Associates first reported a position in UNH in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.94M in Q1 2018. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Calton & Associates held 3,001 shares of UnitedHealth worth $812K as of Q1 2026.
- Calton & Associates sold 648 UnitedHealth shares in Q1 2026, an estimated $193K.
- UnitedHealth made up 0.12% of Calton & Associates's portfolio in Q1 2026, its #169 holding.
- Calton & Associates first reported a position in UnitedHealth in Q4 2017 and has held it in 31 quarters since.
- Calton & Associates's UnitedHealth position peaked at $1.94M in Q1 2018.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.