Clear Street’s UnitedHealth UNH Stock Holding History

Clear Street’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
2024 Q2	–	Sell	-200,000	Closed	-$98.9M	–	831
2024 Q1	$98.9M	Buy	+200,000	New	+$102M	1.41%	16
2023 Q3	–	Sell	-30,000	Closed	-$14.4M	–	1305
2023 Q2	$14.4M	Buy	+30,000	New	+$14.7M	0.14%	99

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 Street's UNH Position: Q1 2026 in Review

Clear Street reduced its UnitedHealth (UNH) stake by 3.1% in Q1 2026, selling an estimated $5.76M and leaving 601,697 shares worth $163M. The position accounts for 0.66% of the portfolio, ranked #26.

Clear Street first reported a position in UNH in Q2 2023 and has held it in 5 quarters since. The position peaked at $294M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Clear Street held 601,697 shares of UnitedHealth worth $163M as of Q1 2026.
Clear Street sold 19,343 UnitedHealth shares in Q1 2026, an estimated $5.76M.
UnitedHealth made up 0.66% of Clear Street's portfolio in Q1 2026, its #26 holding.
Clear Street first reported a position in UnitedHealth in Q2 2023 and has held it in 5 quarters since.
Clear Street's UnitedHealth position peaked at $294M in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.