Clal Insurance’s UnitedHealth UNH Stock Holding History

Clal Insurance’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	–	Sell	-31	Closed	-$10K	–	230
2025 Q4	$10K	Sell	31 -15	-33%	-$5.08K	﹤0.01%	192
2025 Q3	$16K	Sell	46 -86	-65%	-$26K	﹤0.01%	179
2025 Q2	$41K	Buy	132 +70	+113%	+$26.8K	﹤0.01%	128
2025 Q1	$32K	Buy	62 +50	+417%	+$25.6K	﹤0.01%	137
2024 Q4	$6K	Buy	+12	New	+$6.82K	﹤0.01%	138
2024 Q3	–	Sell	-86,728	Closed	-$44.2M	–	134
2024 Q2	$44.2M	Sell	86,728 -1,272	-1%	-$623K	0.46%	45
2024 Q1	$43.5M	Buy	88,000 +86,500	+5,767%	+$44M	0.49%	50
2023 Q4	$790K	Sell	1,500 -76,000	-98%	-$40.5M	0.01%	98
2023 Q3	$39.1M	Buy	77,500 +16,000	+26%	+$7.87M	0.54%	45
2023 Q2	$29.6M	Buy	+61,500	New	+$30.1M	0.35%	64
2019 Q4	–	Sell	-61,500	Closed	-$13.4M	–	130
2019 Q3	$13.4M	Buy	+61,500	New	+$14.8M	0.33%	63

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clal Insurance's UNH Position: Q1 2026 in Review

Clal Insurance sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 31 shares — an estimated $10K sold.

Clal Insurance first reported a position in UNH in Q3 2019 and held it in 11 quarters. The position peaked at $44.2M in Q2 2024. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Clal Insurance reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Clal Insurance sold 31 UnitedHealth shares in Q1 2026, an estimated $10K.
Clal Insurance first reported a position in UnitedHealth in Q3 2019 and held it in 11 quarters.
Clal Insurance's UnitedHealth position peaked at $44.2M in Q2 2024.
3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.