Clearstead Trust’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 | $685K | Sell |
2,532
-155
| -6% | -$46.2K | 0.11% | 95 |
|
|
2025
Q4 | $887K | Sell |
2,687
-240
| -8% | -$81.3K | 0.14% | 84 |
|
|
2025
Q3 | $1.01M | Sell |
2,927
-7,652
| -72% | -$2.31M | 0.17% | 69 |
|
|
2025
Q2 | $3.3M | Sell |
10,579
-988
| -9% | -$378K | 0.62% | 27 |
|
|
2025
Q1 | $6.06M | Sell |
11,567
-56
| -0.5% | -$28.6K | 1.35% | 15 |
|
|
2024
Q4 | $5.88M | Buy |
11,623
+565
| +5% | +$321K | 1.27% | 15 |
|
|
2024
Q3 | $6.47M | Sell |
11,058
-466
| -4% | -$264K | 1.55% | 14 |
|
|
2024
Q2 | $5.87M | Sell |
11,524
-349
| -3% | -$171K | 1.46% | 13 |
|
|
2024
Q1 | $5.87M | Sell |
11,873
-822
| -6% | -$418K | 1.54% | 12 |
|
|
2023
Q4 | $6.68M | Buy |
12,695
+1,861
| +17% | +$993K | 1.83% | 10 |
|
|
2023
Q3 | $5.46M | Sell |
10,834
-1,524
| -12% | -$750K | 1.8% | 11 |
|
|
2023
Q2 | $5.89M | Sell |
12,358
-1,384
| -10% | -$677K | 1.89% | 9 |
|
|
2023
Q1 | $6.49M | Sell |
13,742
-1,305
| -9% | -$630K | 2.07% | 8 |
|
|
2022
Q4 | $7.98M | Buy |
15,047
+229
| +2% | +$121K | 2.66% | 6 |
|
|
2022
Q3 | $7.48M | Buy |
14,818
+5,652
| +62% | +$2.97M | 2.6% | 7 |
|
|
2022
Q2 | $4.71M | Buy |
9,166
+368
| +4% | +$185K | 3.58% | 7 |
|
|
2022
Q1 | $4.49M | Buy |
8,798
+105
| +1% | +$50.6K | 2.91% | 10 |
|
|
2021
Q4 | $4.37M | Sell |
8,693
-75
| -0.9% | -$34K | 2.58% | 14 |
|
|
2021
Q3 | $3.43M | Buy |
8,768
+591
| +7% | +$245K | 2.17% | 17 |
|
|
2021
Q2 | $3.43M | Sell |
8,177
-323
| -4% | -$129K | 2.24% | 16 |
|
|
2021
Q1 | $3.16M | Buy |
8,500
+251
| +3% | +$87K | 2.34% | 15 |
|
|
2020
Q4 | $2.89M | Buy |
8,249
+69
| +0.8% | +$23.1K | 1.72% | 19 |
|
|
2020
Q3 | $2.55M | Sell |
8,180
-255
| -3% | -$78.3K | 2.03% | 16 |
|
|
2020
Q2 | $2.49M | Sell |
8,435
-1,805
| -18% | -$517K | 2.1% | 15 |
|
|
2020
Q1 | $2.55M | Sell |
10,240
-560
| -5% | -$154K | 2.31% | 15 |
|
|
2019
Q4 | $3.17M | Sell |
10,800
-737
| -6% | -$193K | 2.33% | 11 |
|
|
2019
Q3 | $2.51M | Buy |
11,537
+112
| +1% | +$27K | 1.95% | 20 |
|
|
2019
Q2 | $2.79M | Buy |
11,425
+1,054
| +10% | +$254K | 2.23% | 14 |
|
|
2019
Q1 | $2.56M | Sell |
10,371
-542
| -5% | -$138K | 2.14% | 14 |
|
|
2018
Q4 | $2.72M | Sell |
10,913
-1,348
| -11% | -$356K | 2.53% | 9 |
|
|
2018
Q3 | $3.26M | Sell |
12,261
-661
| -5% | -$172K | 2.5% | 13 |
|
|
2018
Q2 | $3.17M | Sell |
12,922
-135
| -1% | -$32.4K | 2.83% | 10 |
|
|
2018
Q1 | $2.79M | Buy |
13,057
+666
| +5% | +$152K | 2.4% | 13 |
|
|
2017
Q4 | $2.73M | Buy |
12,391
+152
| +1% | +$32.2K | 1.87% | 14 |
|
|
2017
Q3 | $2.4M | Sell |
12,239
-90
| -0.7% | -$17.4K | 1.78% | 14 |
|
|
2017
Q2 | $2.29M | Buy |
12,329
+9
| +0.1% | +$1.58K | 1.8% | 18 |
|
|
2017
Q1 | $2.02M | Sell |
12,320
-165
| -1% | -$27K | 1.67% | 22 |
|
|
2016
Q4 | $2M | Buy |
+12,485
| New | +$1.86M | 1.79% | 18 |
|
Other funds holding UNH
VCM
VPM
Clearstead Trust's UNH Position: Q1 2026 in Review
Clearstead Trust reduced its UnitedHealth (UNH) stake by 5.8% in Q1 2026, selling an estimated $46.2K and leaving 2,532 shares worth $685K. The position accounts for 0.11% of the portfolio, ranked #95.
Clearstead Trust first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.98M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Clearstead Trust held 2,532 shares of UnitedHealth worth $685K as of Q1 2026.
- Clearstead Trust sold 155 UnitedHealth shares in Q1 2026, an estimated $46.2K.
- UnitedHealth made up 0.11% of Clearstead Trust's portfolio in Q1 2026, its #95 holding.
- Clearstead Trust first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
- Clearstead Trust's UnitedHealth position peaked at $7.98M in Q4 2022.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.