CYG
UNH icon

Clean Yield Group’s UnitedHealth UNH Stock Holding History

Clean Yield Group’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 		$245K Hold
904
– – 0.07% 124
2025
Q4 		$298K Hold
904
– – 0.08% 115
2025
Q3 		$312K Sell
904
-27
-3% -$8.17K 0.09% 110
2025
Q2 		$290K Sell
931
-725
-44% -$277K 0.09% 107
2025
Q1 		$867K Sell
1,656
-178
-10% -$91K 0.28% 71
2024
Q4 		$928K Sell
1,834
-268
-13% -$152K 0.3% 71
2024
Q3 		$1.23M Buy
2,102
+15
+0.7% +$8.48K 0.39% 61
2024
Q2 		$1.06M Buy
2,087
+42
+2% +$20.6K 0.4% 58
2024
Q1 		$1.01M Hold
2,045
– – 0.39% 59
2023
Q4 		$1.08M Sell
2,045
-5
-0.2% -$2.67K 0.45% 53
2023
Q3 		$1.07M Sell
2,050
-23
-1% -$11.3K 0.48% 51
2023
Q2 		$996K Hold
2,073
– – 0.41% 53
2023
Q1 		$980K Sell
2,073
-40
-2% -$19.3K 0.42% 54
2022
Q4 		$1.12M Buy
2,113
+907
+75% +$480K 0.48% 55
2022
Q3 		$609K Buy
1,206
+17
+1% +$8.94K 0.28% 75
2022
Q2 		$611K Hold
1,189
– – 0.25% 75
2022
Q1 		$606K Buy
1,189
+26
+2% +$12.5K 0.21% 83
2021
Q4 		$584K Sell
1,163
-126
-10% -$57K 0.19% 88
2021
Q3 		$504K Buy
1,289
+1,041
+420% +$431K 0.17% 91
2021
Q2 		$99K Buy
+248
New +$98.9K 0.03% 205
2021
Q1 		– Sell
-221
Closed -$78K – 358
2020
Q4 		$78K Buy
221
+77
+53% +$25.8K 0.03% 211
2020
Q3 		$45K Buy
144
+40
+38% +$12.3K 0.02% 232
2020
Q2 		$31K Sell
104
-41
-28% -$11.7K 0.01% 238
2020
Q1 		$36K Buy
145
+104
+254% +$28.6K 0.02% 229
2019
Q4 		$12K Hold
41
– – ﹤0.01% 301
2019
Q3 		$9K Hold
41
– – ﹤0.01% 299
2019
Q2 		$10K Sell
41
-34
-45% -$8.18K ﹤0.01% 297
2019
Q1 		$19K Buy
75
+25
+50% +$6.38K 0.01% 249
2018
Q4 		$12K Buy
+50
New +$13.2K 0.01% 259

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

Clean Yield Group's UNH Position: Q1 2026 in Review

Clean Yield Group held its UnitedHealth (UNH) position steady in Q1 2026 at 904 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #124.

Clean Yield Group first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.23M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Clean Yield Group held 904 shares of UnitedHealth worth $245K as of Q1 2026.
  • Clean Yield Group left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.07% of Clean Yield Group's portfolio in Q1 2026, its #124 holding.
  • Clean Yield Group first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Clean Yield Group's UnitedHealth position peaked at $1.23M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.