Van Cleef Asset Management’s UnitedHealth UNH Stock Holding History

Van Cleef Asset Management’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	$1.1M	Hold	4,054	–	–	0.12%	57
2025 Q4	$1.34M	Sell	4,054 -1	-0%	-$339	0.14%	52
2025 Q3	$1.4M	Sell	4,055 -159	-4%	-$48.1K	0.14%	51
2025 Q2	$1.31M	Sell	4,214 -317	-7%	-$121K	0.14%	53
2025 Q1	$2.37M	Sell	4,531 -972	-18%	-$497K	0.27%	42
2024 Q4	$2.78M	Sell	5,503 -5	-0.1%	-$2.84K	0.31%	41
2024 Q3	$3.22M	Buy	5,508 +590	+12%	+$334K	0.36%	40
2024 Q2	$2.5M	Sell	4,918 -375	-7%	-$184K	0.31%	42
2024 Q1	$2.62M	Sell	5,293 -272	-5%	-$138K	0.33%	40
2023 Q4	$2.93M	Sell	5,565 -210	-4%	-$112K	0.41%	37
2023 Q3	$2.91M	Sell	5,775 -25	-0.4%	-$12.3K	0.46%	35
2023 Q2	$2.79M	Buy	5,800 +205	+4%	+$100K	0.43%	38
2023 Q1	$2.64M	Hold	5,595	–	–	0.41%	37
2022 Q4	$2.97M	Sell	5,595 -9	-0.2%	-$4.77K	0.49%	34
2022 Q3	$2.83M	Hold	5,604	–	–	0.55%	33
2022 Q2	$2.88M	Sell	5,604 -140	-2%	-$70.3K	0.49%	34
2022 Q1	$2.93M	Sell	5,744 -245	-4%	-$118K	0.42%	36
2021 Q4	$3.01M	Sell	5,989 -637	-10%	-$288K	0.42%	37
2021 Q3	$2.59M	Sell	6,626 -1,695	-20%	-$702K	0.39%	37
2021 Q2	$3.33M	Sell	8,321 -110	-1%	-$43.9K	0.49%	34
2021 Q1	$3.14M	Sell	8,431 -25	-0.3%	-$8.66K	0.49%	35
2020 Q4	$2.96M	Sell	8,456 -34	-0.4%	-$11.4K	0.48%	34
2020 Q3	$2.65M	Hold	8,490	–	–	0.49%	33
2020 Q2	$2.5M	Sell	8,490 -82	-1%	-$23.5K	0.51%	32
2020 Q1	$2.14M	Hold	8,572	–	–	0.53%	33
2019 Q4	$2.52M	Sell	8,572 -27	-0.3%	-$7.06K	0.51%	39
2019 Q3	$1.87M	Sell	8,599 -278	-3%	-$67.1K	0.41%	40
2019 Q2	$2.17M	Hold	8,877	–	–	0.48%	38
2019 Q1	$2.19M	Sell	8,877 -63	-0.7%	-$16.1K	0.51%	36
2018 Q4	$2.23M	Buy	8,940 +748	+9%	+$198K	0.59%	32
2018 Q3	$2.18M	Sell	8,192 -1,675	-17%	-$436K	0.49%	37
2018 Q2	$2.42M	Sell	9,867 -160	-2%	-$38.4K	0.58%	32
2018 Q1	$2.15M	Sell	10,027 -675	-6%	-$154K	0.53%	36
2017 Q4	$2.36M	Sell	10,702 -444	-4%	-$94.1K	0.58%	34
2017 Q3	$2.18M	Buy	11,146 +185	+2%	+$35.7K	0.59%	34
2017 Q2	$2.03M	Sell	10,961 -160	-1%	-$28.1K	0.59%	34
2017 Q1	$1.82M	Buy	11,121 +425	+4%	+$69.6K	0.55%	36
2016 Q4	$1.71M	Sell	10,696 -11	-0.1%	-$1.64K	0.55%	38
2016 Q3	$1.5M	Sell	10,707 -100	-0.9%	-$14K	0.5%	40
2016 Q2	$1.53M	Sell	10,807 -30	-0.3%	-$4K	0.53%	39
2016 Q1	$1.4M	Hold	10,837	–	–	0.49%	39
2015 Q4	$1.27M	Sell	10,837 -5,054	-32%	-$591K	0.47%	44
2015 Q3	$1.84M	Hold	15,891	–	–	0.73%	34
2015 Q2	$1.94M	Sell	15,891 -80	-0.5%	-$9.46K	0.72%	35
2015 Q1	$1.89M	Sell	15,971 -100	-0.6%	-$11.1K	0.7%	34
2014 Q4	$1.63M	Buy	16,071 +4,084	+34%	+$387K	0.6%	37
2014 Q3	$1.03M	Sell	11,987 -100	-0.8%	-$8.45K	0.42%	45
2014 Q2	$988K	Buy	12,087 +536	+5%	+$42.2K	0.41%	44
2014 Q1	$947K	Sell	11,551 -175	-1%	-$13.2K	0.41%	43
2013 Q4	$883K	Hold	11,726	–	–	0.39%	45
2013 Q3	$840K	Sell	11,726 -250	-2%	-$17.9K	0.41%	44
2013 Q2	$784K	Buy	+11,976	New	+$745K	0.41%	46

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

Van Cleef Asset Management's UNH Position: Q1 2026 in Review

Van Cleef Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 4,054 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #57.

Van Cleef Asset Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.33M in Q2 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Van Cleef Asset Management held 4,054 shares of UnitedHealth worth $1.1M as of Q1 2026.
Van Cleef Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.12% of Van Cleef Asset Management's portfolio in Q1 2026, its #57 holding.
Van Cleef Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Van Cleef Asset Management's UnitedHealth position peaked at $3.33M in Q2 2021.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Van Cleef Asset Management's 13F filing for Q1 2026, filed 1 May 2026.