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Claro Advisors LLC

SEC CIK
0001764386
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Claro Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
3,828
Value
$1.59M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by Claro Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,828$1.59M0.2%−223−5.5%ReducedHolders
Q1 20264,051$1.10M0.1%+145+3.7%AddedHolders
Q4 20253,906$1.29M0.2%−2,469−38.7%ReducedHolders
Q3 20256,375$2.20M0.3%+39+0.6%AddedHolders
Q2 20256,336$1.98M0.3%−3,717−37.0%ReducedHolders
Q1 202510,053$5.27M0.7%+1,708+20.5%AddedHolders
Q4 20248,345$4.22M0.6%−1,287−13.4%ReducedHolders
Q3 20249,632$5.63M0.7%−308−3.1%ReducedHolders
Q2 20249,940$5.06M0.8%−553−5.3%ReducedHolders
Q1 202410,493$5.19M0.9%+4,219+67.2%AddedHolders
Q4 20236,274$3.30M0.7%−69−1.1%ReducedHolders
Q3 20236,343$3.20M0.8%+1,215+23.7%AddedHolders
Q2 20235,128$2.46M0.6%+843+19.7%AddedHolders
Q1 20234,285$2.02M0.6%+156+3.8%AddedHolders
Q4 20224,129$2.19M0.7%+187+4.7%AddedHolders
Q3 20223,942$2.02M0.8%00.0%UnchangedHolders
Q2 20223,942$2.02M0.8%+374+10.5%AddedHolders
Q1 20223,568$1.79M0.6%00.0%UnchangedHolders
Q4 20213,568$1.79M0.6%+182+5.4%AddedHolders
Q3 20213,386$1.32M0.6%+138+4.2%AddedHolders
Q2 20213,248$1.30M0.6%+66+2.1%AddedHolders
Q1 20213,182$1.18M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.