Claris Advisors’s UnitedHealth UNH Stock Holding History

Claris Advisors’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	$450K	Hold	1,663	–	–	0.13%	45
2025 Q4	$549K	Sell	1,663 -24	-1%	-$8.13K	0.17%	39
2025 Q3	$526K	Hold	1,687	–	–	0.18%	40
2025 Q2	$526K	Buy	1,687 +67	+4%	+$25.6K	0.18%	40
2025 Q1	$848K	Buy	1,620 +38	+2%	+$19.4K	0.32%	31
2024 Q4	$800K	Buy	1,582 +128	+9%	+$72.7K	0.3%	31
2024 Q3	$850K	Hold	1,454	–	–	0.37%	29
2024 Q2	$740K	Buy	1,454 +21	+1%	+$10.3K	0.38%	27
2024 Q1	$709K	Buy	1,433 +1	+0.1%	+$508	0.36%	27
2023 Q4	$754K	Buy	1,432 +1	+0.1%	+$533	0.42%	22
2023 Q3	$721K	Buy	1,431 +2	+0.1%	+$984	0.46%	20
2023 Q2	$687K	Buy	+1,429	New	+$699K	0.48%	19

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

Claris Advisors's UNH Position: Q1 2026 in Review

Claris Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 1,663 shares worth $450K. The position accounts for 0.13% of the portfolio, ranked #45.

Claris Advisors first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $850K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Claris Advisors held 1,663 shares of UnitedHealth worth $450K as of Q1 2026.
Claris Advisors left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.13% of Claris Advisors's portfolio in Q1 2026, its #45 holding.
Claris Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Claris Advisors's UnitedHealth position peaked at $850K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.