Clifford Swan Investment Counsel’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 | $30.1M | Buy |
111,352
+2,468
| +2% | +$735K | 1.03% | 27 |
|
|
2025
Q4 | $35.9M | Sell |
108,884
-8,847
| -8% | -$3M | 1.19% | 19 |
|
|
2025
Q3 | $40.7M | Buy |
117,731
+10,719
| +10% | +$3.24M | 1.35% | 15 |
|
|
2025
Q2 | $33.4M | Buy |
107,012
+49,494
| +86% | +$18.9M | 1.18% | 23 |
|
|
2025
Q1 | $30.1M | Buy |
57,518
+7,499
| +15% | +$3.83M | 1.11% | 24 |
|
|
2024
Q4 | $25.3M | Sell |
50,019
-2,043
| -4% | -$1.16M | 0.91% | 30 |
|
|
2024
Q3 | $30.4M | Buy |
52,062
+1,794
| +4% | +$1.01M | 1.08% | 23 |
|
|
2024
Q2 | $25.6M | Buy |
50,268
+2,328
| +5% | +$1.14M | 0.96% | 30 |
|
|
2024
Q1 | $23.7M | Buy |
47,940
+3,542
| +8% | +$1.8M | 0.88% | 34 |
|
|
2023
Q4 | $23.4M | Buy |
44,398
+621
| +1% | +$331K | 0.91% | 30 |
|
|
2023
Q3 | $22.1M | Buy |
43,777
+1,011
| +2% | +$498K | 0.93% | 33 |
|
|
2023
Q2 | $20.6M | Buy |
42,766
+1,821
| +4% | +$890K | 0.83% | 39 |
|
|
2023
Q1 | $19.4M | Buy |
40,945
+3,509
| +9% | +$1.69M | 0.81% | 37 |
|
|
2022
Q4 | $19.8M | Buy |
37,436
+373
| +1% | +$198K | 0.86% | 36 |
|
|
2022
Q3 | $18.7M | Sell |
37,063
-1
| -0% | -$526 | 0.88% | 37 |
|
|
2022
Q2 | $19M | Buy |
37,064
+1,562
| +4% | +$784K | 0.82% | 37 |
|
|
2022
Q1 | $18.1M | Buy |
35,502
+3,377
| +11% | +$1.63M | 0.67% | 44 |
|
|
2021
Q4 | $16.1M | Sell |
32,125
-498
| -2% | -$225K | 0.56% | 49 |
|
|
2021
Q3 | $14.8M | Buy |
32,623
+243
| +0.8% | +$101K | 0.54% | 54 |
|
|
2021
Q2 | $13.6M | Sell |
32,380
-800
| -2% | -$319K | 0.52% | 59 |
|
|
2021
Q1 | $12.3M | Buy |
33,180
+2,728
| +9% | +$945K | 0.51% | 65 |
|
|
2020
Q4 | $10.7M | Sell |
30,452
-2,592
| -8% | -$869K | 0.47% | 68 |
|
|
2020
Q3 | $10.3M | Sell |
33,044
-2,711
| -8% | -$833K | 0.49% | 64 |
|
|
2020
Q2 | $10.5M | Buy |
35,755
+486
| +1% | +$139K | 0.54% | 60 |
|
|
2020
Q1 | $8.79M | Buy |
35,269
+230
| +0.7% | +$63.3K | 0.53% | 63 |
|
|
2019
Q4 | $10.3M | Buy |
35,039
+5,170
| +17% | +$1.35M | 0.5% | 70 |
|
|
2019
Q3 | $6.49M | Buy |
29,869
+150
| +0.5% | +$36.2K | 0.34% | 86 |
|
|
2019
Q2 | $7.25M | Buy |
29,719
+21,358
| +255% | +$5.14M | 0.38% | 84 |
|
|
2019
Q1 | $2.07M | Hold |
8,361
| – | – | 0.11% | 125 |
|
|
2018
Q4 | $2.08M | Buy |
8,361
+6
| +0.1% | +$1.58K | 0.13% | 119 |
|
|
2018
Q3 | $2.22M | Sell |
8,355
-83
| -1% | -$21.6K | 0.12% | 122 |
|
|
2018
Q2 | $2.07M | Buy |
8,438
+340
| +4% | +$81.6K | 0.12% | 126 |
|
|
2018
Q1 | $1.73M | Hold |
8,098
| – | – | 0.1% | 131 |
|
|
2017
Q4 | $1.78M | Buy |
8,098
+1,836
| +29% | +$389K | 0.1% | 132 |
|
|
2017
Q3 | $1.23M | Buy |
6,262
+89
| +1% | +$17.2K | 0.07% | 138 |
|
|
2017
Q2 | $1.15M | Hold |
6,173
| – | – | 0.07% | 143 |
|
|
2017
Q1 | $1.01M | Sell |
6,173
-1,337
| -18% | -$219K | 0.06% | 145 |
|
|
2016
Q4 | $1.2M | Hold |
7,510
| – | – | 0.08% | 136 |
|
|
2016
Q3 | $1.05M | Buy |
7,510
+40
| +0.5% | +$5.6K | 0.07% | 144 |
|
|
2016
Q2 | $1.05M | Sell |
7,470
-985
| -12% | -$131K | 0.07% | 137 |
|
|
2016
Q1 | $1.09M | Hold |
8,455
| – | – | 0.07% | 141 |
|
|
2015
Q4 | $995K | Buy |
8,455
+50
| +0.6% | +$5.84K | 0.07% | 153 |
|
|
2015
Q3 | $975K | Hold |
8,405
| – | – | 0.07% | 143 |
|
|
2015
Q2 | $1.02M | Hold |
8,405
| – | – | 0.07% | 144 |
|
|
2015
Q1 | $994K | Sell |
8,405
-600
| -7% | -$66.6K | 0.07% | 139 |
|
|
2014
Q4 | $910K | Sell |
9,005
-3,300
| -27% | -$313K | 0.06% | 147 |
|
|
2014
Q3 | $1.06M | Sell |
12,305
-495
| -4% | -$41.8K | 0.07% | 134 |
|
|
2014
Q2 | $1.05M | Sell |
12,800
-565
| -4% | -$44.5K | 0.07% | 135 |
|
|
2014
Q1 | $1.1M | Buy |
13,365
+300
| +2% | +$22.6K | 0.08% | 129 |
|
|
2013
Q4 | $984K | Buy |
13,065
+200
| +2% | +$14.4K | 0.07% | 128 |
|
|
2013
Q3 | $921K | Hold |
12,865
| – | – | 0.07% | 125 |
|
|
2013
Q2 | $842K | Buy |
+12,865
| New | +$800K | 0.07% | 128 |
|
Other funds holding UNH
VCM
VPM
Clifford Swan Investment Counsel's UNH Position: Q1 2026 in Review
Clifford Swan Investment Counsel increased its UnitedHealth (UNH) stake by 2.3% in Q1 2026, buying an estimated $735K and bringing the position to 111,352 shares worth $30.1M. The position accounts for 1.03% of the portfolio, ranked #27.
Clifford Swan Investment Counsel first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.7M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Clifford Swan Investment Counsel held 111,352 shares of UnitedHealth worth $30.1M as of Q1 2026.
- Clifford Swan Investment Counsel bought 2,468 UnitedHealth shares in Q1 2026, an estimated $735K.
- UnitedHealth made up 1.03% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #27 holding.
- Clifford Swan Investment Counsel first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's UnitedHealth position peaked at $40.7M in Q3 2025.
- 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.