Claro Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Sell |
3,828
-223
| -6% | -$82.7K | 0.17% | 107 |
|
|
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
Claro Advisors's UNH Position: Q2 2026 in Review
Claro Advisors reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2026, selling an estimated $82.7K and leaving 3,828 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #107.
Claro Advisors first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.63M in Q3 2024. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Claro Advisors held 3,828 shares of UnitedHealth worth $1.59M as of Q2 2026.
- Claro Advisors sold 223 UnitedHealth shares in Q2 2026, an estimated $82.7K.
- UnitedHealth made up 0.17% of Claro Advisors's portfolio in Q2 2026, its #107 holding.
- Claro Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's UnitedHealth position peaked at $5.63M in Q3 2024.
- 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.