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Claro Advisors’s UnitedHealth UNH Stock Holding History

Claro 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 		$1.1M Buy
4,051
+145
+4% +$43.2K 0.13% 138
2025
Q4 		$1.29M Sell
3,906
-2,469
-39% -$837K 0.18% 107
2025
Q3 		$2.2M Buy
6,375
+39
+0.6% +$11.8K 0.32% 66
2025
Q2 		$1.98M Sell
6,336
-3,717
-37% -$1.42M 0.33% 68
2025
Q1 		$5.27M Buy
10,053
+1,708
+20% +$873K 0.7% 22
2024
Q4 		$4.22M Sell
8,345
-1,287
-13% -$731K 0.57% 31
2024
Q3 		$5.63M Sell
9,632
-308
-3% -$174K 0.73% 25
2024
Q2 		$5.06M Sell
9,940
-553
-5% -$271K 0.79% 26
2024
Q1 		$5.19M Buy
10,493
+4,219
+67% +$2.14M 0.9% 21
2023
Q4 		$3.3M Sell
6,274
-69
-1% -$36.8K 0.72% 32
2023
Q3 		$3.2M Buy
6,343
+1,215
+24% +$598K 0.8% 28
2023
Q2 		$2.46M Buy
5,128
+843
+20% +$412K 0.61% 31
2023
Q1 		$2.02M Buy
4,285
+156
+4% +$75.3K 0.59% 35
2022
Q4 		$2.19M Buy
4,129
+187
+5% +$99.1K 0.72% 28
2022
Q3 		$2.02M Hold
3,942
– – 0.81% 29
2022
Q2 		$2.02M Buy
3,942
+374
+10% +$188K 0.81% 29
2022
Q1 		$1.79M Hold
3,568
– – 0.64% 35
2021
Q4 		$1.79M Buy
3,568
+182
+5% +$82.4K 0.64% 35
2021
Q3 		$1.32M Buy
3,386
+138
+4% +$57.2K 0.56% 39
2021
Q2 		$1.3M Buy
3,248
+66
+2% +$26.3K 0.59% 42
2021
Q1 		$1.18M Buy
3,182
+75
+2% +$26K 0.6% 42
2020
Q4 		$1.09M Buy
3,107
+886
+40% +$297K 0.58% 42
2020
Q3 		$693K Buy
2,221
+200
+10% +$61.4K 0.44% 65
2020
Q2 		$596K Buy
2,021
+312
+18% +$89.4K 0.41% 68
2020
Q1 		$426K Sell
1,709
-26
-1% -$7.16K 0.4% 78
2019
Q4 		$510K Sell
1,735
-1
-0.1% -$262 0.39% 72
2019
Q3 		$377K Buy
1,736
+14
+0.8% +$3.38K 0.33% 93
2019
Q2 		$420K Buy
1,722
+92
+6% +$22.1K 0.39% 78
2019
Q1 		$403K Buy
1,630
+858
+111% +$219K 0.4% 78
2018
Q4 		$205K Buy
+772
New +$204K 0.16% 131

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Claro Advisors's UNH Position: Q1 2026 in Review

Claro Advisors increased its UnitedHealth (UNH) stake by 3.7% in Q1 2026, buying an estimated $43.2K and bringing the position to 4,051 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #138.

Claro Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.63M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Claro Advisors held 4,051 shares of UnitedHealth worth $1.1M as of Q1 2026.
  • Claro Advisors bought 145 UnitedHealth shares in Q1 2026, an estimated $43.2K.
  • UnitedHealth made up 0.13% of Claro Advisors's portfolio in Q1 2026, its #138 holding.
  • Claro Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's UnitedHealth position peaked at $5.63M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.