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Cladis Investment Advisory’s UnitedHealth UNH Stock Holding History

Cladis Investment Advisory’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Sell
4,599
-670
-13% -$248K 0.89% 32
2026
Q1 		$1.43M Buy
5,269
+1,311
+33% +$390K 0.78% 40
2025
Q4 		$1.31M Sell
3,958
-449
-10% -$152K 0.72% 45
2025
Q3 		$1.52M Buy
4,407
+2,021
+85% +$611K 0.87% 36
2025
Q2 		$744K Buy
2,386
+285
+14% +$109K 0.47% 64
2025
Q1 		$1.1M Hold
2,101
– – 0.8% 40
2024
Q4 		$1.06M Sell
2,101
-100
-5% -$56.8K 0.75% 44
2024
Q3 		$1.29M Sell
2,201
-305
-12% -$173K 0.89% 38
2024
Q2 		$1.28M Sell
2,506
-8
-0.3% -$3.92K 0.93% 30
2024
Q1 		$1.24M Sell
2,514
-125
-5% -$63.5K 0.91% 37
2023
Q4 		$1.39M Sell
2,639
-15
-0.6% -$8K 1.09% 27
2023
Q3 		$1.34M Buy
2,654
+318
+14% +$157K 1.17% 24
2023
Q2 		$1.12M Hold
2,336
– – 0.98% 30
2023
Q1 		$1.1M Hold
2,336
– – 0.99% 29
2022
Q4 		$1.24M Buy
2,336
+150
+7% +$79.5K 1.23% 23
2022
Q3 		$1.1M Buy
2,186
+9
+0.4% +$4.73K 1.2% 24
2022
Q2 		$1.12M Hold
2,177
– – 1.12% 26
2022
Q1 		$1.11M Hold
2,177
– – 0.9% 33
2021
Q4 		$1.09M Buy
+2,177
New +$985K 0.88% 34

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cladis Investment Advisory's UNH Position: Q2 2026 in Review

Cladis Investment Advisory reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $248K and leaving 4,599 shares worth $1.91M. The position accounts for 0.89% of the portfolio, ranked #32.

Cladis Investment Advisory first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cladis Investment Advisory held 4,599 shares of UnitedHealth worth $1.91M as of Q2 2026.
  • Cladis Investment Advisory sold 670 UnitedHealth shares in Q2 2026, an estimated $248K.
  • UnitedHealth made up 0.89% of Cladis Investment Advisory's portfolio in Q2 2026, its #32 holding.
  • Cladis Investment Advisory first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.