LeClair Wealth Partners’s UnitedHealth UNH Stock Holding History

LeClair Wealth Partners’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	–	Sell	-905	Closed	-$299K	–	189
2025 Q4	$299K	Sell	905 -27	-3%	-$9.15K	0.17%	79
2025 Q3	$322K	Sell	932 -175	-16%	-$52.9K	0.2%	68
2025 Q2	$345K	Sell	1,107 -139	-11%	-$53.1K	0.23%	66
2025 Q1	$653K	Sell	1,246 -1,404	-53%	-$718K	0.47%	45
2024 Q4	$1.34M	Buy	+2,650	New	+$1.51M	0.89%	27

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

LeClair Wealth Partners's UNH Position: Q1 2026 in Review

LeClair Wealth Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 905 shares — an estimated $299K sold.

LeClair Wealth Partners first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $1.34M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

LeClair Wealth Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 905 UnitedHealth shares in Q1 2026, an estimated $299K.
LeClair Wealth Partners first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's UnitedHealth position peaked at $1.34M in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.