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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cladis Investment Advisory's UNH Position: Q1 2026 in Review

Cladis Investment Advisory increased its UnitedHealth (UNH) stake by 33% in Q1 2026, buying an estimated $390K and bringing the position to 5,269 shares worth $1.43M. The position accounts for 0.78% of the portfolio, ranked #40.

Cladis Investment Advisory first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cladis Investment Advisory held 5,269 shares of UnitedHealth worth $1.43M as of Q1 2026.
Cladis Investment Advisory bought 1,311 UnitedHealth shares in Q1 2026, an estimated $390K.
UnitedHealth made up 0.78% of Cladis Investment Advisory's portfolio in Q1 2026, its #40 holding.
Cladis Investment Advisory first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's UnitedHealth position peaked at $1.52M in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.