Clean Yield Group’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 | $342K | Sell |
824
-80
| -9% | -$29.7K | 0.09% | 117 |
|
|
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
Clean Yield Group's UNH Position: Q2 2026 in Review
Clean Yield Group reduced its UnitedHealth (UNH) stake by 8.8% in Q2 2026, selling an estimated $29.7K and leaving 824 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #117.
Clean Yield Group first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.23M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Clean Yield Group held 824 shares of UnitedHealth worth $342K as of Q2 2026.
- Clean Yield Group sold 80 UnitedHealth shares in Q2 2026, an estimated $29.7K.
- UnitedHealth made up 0.09% of Clean Yield Group's portfolio in Q2 2026, its #117 holding.
- Clean Yield Group first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
- Clean Yield Group's UnitedHealth position peaked at $1.23M in Q3 2024.
- 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.