ClearBridge Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $333M | Sell |
1,229,484
-75,285
| -6% | -$22.4M | 0.29% | 92 |
|
|
2025
Q4 | $431M | Sell |
1,304,769
-123,992
| -9% | -$42M | 0.34% | 75 |
|
|
2025
Q3 | $493M | Sell |
1,428,761
-2,034,122
| -59% | -$615M | 0.37% | 70 |
|
|
2025
Q2 | $1.08B | Sell |
3,462,883
-619,905
| -15% | -$237M | 0.88% | 14 |
|
|
2025
Q1 | $2.14B | Sell |
4,082,788
-251,103
| -6% | -$128M | 1.87% | 7 |
|
|
2024
Q4 | $2.19B | Sell |
4,333,891
-366,532
| -8% | -$208M | 1.78% | 8 |
|
|
2024
Q3 | $2.75B | Sell |
4,700,423
-241,009
| -5% | -$136M | 2.16% | 7 |
|
|
2024
Q2 | $2.52B | Sell |
4,941,432
-312,365
| -6% | -$153M | 2.04% | 7 |
|
|
2024
Q1 | $2.6B | Sell |
5,253,797
-486,558
| -8% | -$247M | 2.06% | 7 |
|
|
2023
Q4 | $3.02B | Sell |
5,740,355
-485,117
| -8% | -$259M | 2.6% | 3 |
|
|
2023
Q3 | $3.14B | Sell |
6,225,472
-63,733
| -1% | -$31.4M | 3.02% | 2 |
|
|
2023
Q2 | $3.02B | Sell |
6,289,205
-239,069
| -4% | -$117M | 2.73% | 3 |
|
|
2023
Q1 | $3.09B | Sell |
6,528,274
-400,661
| -6% | -$193M | 2.95% | 3 |
|
|
2022
Q4 | $3.67B | Sell |
6,928,935
-788,718
| -10% | -$418M | 3.63% | 2 |
|
|
2022
Q3 | $3.9B | Sell |
7,717,653
-452,709
| -6% | -$238M | 3.93% | 2 |
|
|
2022
Q2 | $4.2B | Sell |
8,170,362
-394,277
| -5% | -$198M | 3.91% | 1 |
|
|
2022
Q1 | $4.37B | Sell |
8,564,639
-618,326
| -7% | -$298M | 3.28% | 3 |
|
|
2021
Q4 | $4.61B | Sell |
9,182,965
-348,328
| -4% | -$158M | 3.14% | 4 |
|
|
2021
Q3 | $3.72B | Sell |
9,531,293
-3,563
| -0% | -$1.48M | 2.66% | 4 |
|
|
2021
Q2 | $3.82B | Sell |
9,534,856
-764,268
| -7% | -$305M | 2.66% | 4 |
|
|
2021
Q1 | $3.83B | Sell |
10,299,124
-233,358
| -2% | -$80.9M | 2.86% | 3 |
|
|
2020
Q4 | $3.69B | Sell |
10,532,482
-478,616
| -4% | -$160M | 2.85% | 5 |
|
|
2020
Q3 | $3.43B | Sell |
11,011,098
-699,298
| -6% | -$215M | 2.95% | 5 |
|
|
2020
Q2 | $3.45B | Buy |
11,710,396
+154,326
| +1% | +$44.2M | 3.12% | 4 |
|
|
2020
Q1 | $2.88B | Sell |
11,556,070
-700,241
| -6% | -$193M | 3.12% | 3 |
|
|
2019
Q4 | $3.58B | Sell |
12,256,311
-1,555,575
| -11% | -$407M | 2.97% | 3 |
|
|
2019
Q3 | $3B | Sell |
13,811,886
-481,856
| -3% | -$116M | 2.62% | 3 |
|
|
2019
Q2 | $3.49B | Buy |
14,293,742
+243,082
| +2% | +$58.5M | 3.02% | 2 |
|
|
2019
Q1 | $3.47B | Sell |
14,050,660
-109,381
| -0.8% | -$27.9M | 3.07% | 2 |
|
|
2018
Q4 | $3.53B | Sell |
14,160,041
-749,281
| -5% | -$198M | 3.57% | 1 |
|
|
2018
Q3 | $3.97B | Sell |
14,909,322
-1,039,723
| -7% | -$270M | 3.41% | 1 |
|
|
2018
Q2 | $3.91B | Sell |
15,949,045
-1,408,720
| -8% | -$338M | 3.2% | 1 |
|
|
2018
Q1 | $3.71B | Sell |
17,357,765
-554,441
| -3% | -$127M | 3.51% | 1 |
|
|
2017
Q4 | $3.95B | Sell |
17,912,206
-1,820,245
| -9% | -$386M | 3.65% | 1 |
|
|
2017
Q3 | $3.86B | Sell |
19,732,451
-1,529,744
| -7% | -$296M | 3.72% | 1 |
|
|
2017
Q2 | $3.94B | Sell |
21,262,195
-912,664
| -4% | -$160M | 3.87% | 1 |
|
|
2017
Q1 | $3.64B | Sell |
22,174,859
-421,875
| -2% | -$69.1M | 3.66% | 2 |
|
|
2016
Q4 | $3.62B | Sell |
22,596,734
-1,254,168
| -5% | -$187M | 3.97% | 1 |
|
|
2016
Q3 | $3.34B | Sell |
23,850,902
-228,763
| -1% | -$32M | 3.76% | 1 |
|
|
2016
Q2 | $3.4B | Sell |
24,079,665
-2,164,190
| -8% | -$289M | 4.02% | 1 |
|
|
2016
Q1 | $3.38B | Sell |
26,243,855
-826,930
| -3% | -$97.8M | 4.04% | 1 |
|
|
2015
Q4 | $3.18B | Sell |
27,070,785
-176,096
| -0.6% | -$20.6M | 3.69% | 1 |
|
|
2015
Q3 | $3.16B | Sell |
27,246,881
-1,300,680
| -5% | -$156M | 3.78% | 1 |
|
|
2015
Q2 | $3.48B | Sell |
28,547,561
-310,572
| -1% | -$36.7M | 3.68% | 1 |
|
|
2015
Q1 | $3.41B | Sell |
28,858,133
-93,313
| -0.3% | -$10.4M | 3.54% | 1 |
|
|
2014
Q4 | $2.93B | Sell |
28,951,446
-1,654,903
| -5% | -$157M | 3.08% | 1 |
|
|
2014
Q3 | $2.64B | Buy |
30,606,349
+164,789
| +0.5% | +$13.9M | 2.91% | 1 |
|
|
2014
Q2 | $2.49B | Buy |
30,441,560
+235,725
| +0.8% | +$18.5M | 2.8% | 2 |
|
|
2014
Q1 | $2.48B | Buy |
30,205,835
+652,919
| +2% | +$49.1M | 2.94% | 1 |
|
|
2013
Q4 | $2.23B | Buy |
29,552,916
+2,839,301
| +11% | +$204M | 2.77% | 2 |
|
|
2013
Q3 | $1.91B | Buy |
26,713,615
+1,627,149
| +6% | +$116M | 2.67% | 2 |
|
|
2013
Q2 | $1.64B | Buy |
+25,086,466
| New | +$1.56B | 2.51% | 2 |
|
Other funds holding UNH
VCM
VPM
ClearBridge Investments's UNH Position: Q1 2026 in Review
ClearBridge Investments reduced its UnitedHealth (UNH) stake by 5.8% in Q1 2026, selling an estimated $22.4M and leaving 1,229,484 shares worth $333M. The position accounts for 0.29% of the portfolio, ranked #92.
ClearBridge Investments first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.61B in Q4 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- ClearBridge Investments held 1,229,484 shares of UnitedHealth worth $333M as of Q1 2026.
- ClearBridge Investments sold 75,285 UnitedHealth shares in Q1 2026, an estimated $22.4M.
- UnitedHealth made up 0.29% of ClearBridge Investments's portfolio in Q1 2026, its #92 holding.
- ClearBridge Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- ClearBridge Investments's UnitedHealth position peaked at $4.61B in Q4 2021.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.