Clear Investment Research’s UnitedHealth UNH Stock Holding History

Clear Investment Research’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	$31.2K	Buy	+115	New	+$34.2K	0.05%	129
2025 Q4	–	Sell	-88	Closed	-$30.4K	–	225
2025 Q3	$30.4K	Buy	88 +1	+1%	+$302	0.04%	143
2025 Q2	$27.3K	Buy	87 +5	+6%	+$1.91K	0.03%	135
2025 Q1	$43K	Hold	82	–	–	0.06%	114
2024 Q4	$41.9K	Buy	82 +6	+8%	+$3.41K	0.05%	114
2024 Q3	$44.8K	Buy	76 +3	+4%	+$1.7K	0.06%	108
2024 Q2	$37.4K	Sell	73 -17	-19%	-$8.33K	0.05%	112
2024 Q1	$44.6K	Sell	90 -11	-11%	-$5.59K	0.06%	106
2023 Q4	$53.7K	Buy	101 +25	+33%	+$13.3K	0.08%	102
2023 Q3	$38.7K	Sell	76 -11	-13%	-$5.41K	0.07%	96
2023 Q2	$42K	Buy	87 +11	+14%	+$5.38K	0.07%	94
2023 Q1	$36K	Buy	76 +52	+217%	+$25.1K	0.06%	92
2022 Q4	$13K	Buy	+24	New	+$12.7K	0.03%	117
2019 Q4	–	Sell	-7	Closed	-$2K	–	373
2019 Q3	$2K	Hold	7	–	–	﹤0.01%	126
2019 Q2	$2K	Hold	7	–	–	﹤0.01%	125
2019 Q1	$2K	Hold	7	–	–	﹤0.01%	123
2018 Q4	$2K	Hold	7	–	–	﹤0.01%	116
2018 Q3	$2K	Buy	+7	New	+$1.82K	﹤0.01%	125

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

Clear Investment Research's UNH Position: Q1 2026 in Review

Clear Investment Research opened a new position in UnitedHealth (UNH) in Q1 2026: 115 shares worth $31.2K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in UNH as recently as Q3 2025.

Clear Investment Research first reported a position in UNH in Q3 2018 and has held it in 18 quarters since. The position peaked at $53.7K in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Clear Investment Research held 115 shares of UnitedHealth worth $31.2K as of Q1 2026.
UnitedHealth was a new Clear Investment Research position in Q1 2026.
UnitedHealth made up 0.05% of Clear Investment Research's portfolio in Q1 2026, its #129 holding.
Clear Investment Research first reported a position in UnitedHealth in Q3 2018 and has held it in 18 quarters since.
Clear Investment Research's UnitedHealth position peaked at $53.7K in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.