Claro Advisors Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1764386 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,591,031

+$494,871 QoQ

Shares Held

3,828

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,532

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Claro Advisors Inc. holds $2,164,538 across 3 Healthcare Plans names. UNH ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,828	$1,591,031
2	ELV	Elevance Health, Inc.	910	$351,924
3	CNC	Centene Corp	3,452	$221,583

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,591,031	3,828	-5.5%	Shares	Sole	2026-07-30
2026-03-31	$1,096,160	4,051	+3.7%	Shares	Sole	2026-04-21
2025-12-31	$1,289,409	3,906	-38.7%	Shares	Sole	2026-02-17
2025-09-30	$2,201,287	6,375	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$1,976,641	6,336	-37.0%	Shares	Sole	2025-08-05
2025-03-31	$5,265,258	10,053	+20.5%	Shares	Sole	2025-05-12
2024-12-31	$4,221,401	8,345	-13.4%	Shares	Sole	2025-01-13
2024-09-30	$5,631,637	9,632	-3.1%	Shares	Sole	2024-11-07
2024-06-30	$5,062,044	9,940	-5.3%	Shares	Sole	2024-07-31
2024-03-31	$5,190,887	10,493	+67.2%	Shares	Sole	2024-04-18
2023-12-31	$3,303,072	6,274	-1.1%	Shares	Sole	2024-01-22
2023-09-30	$3,198,077	6,343	+23.7%	Shares	Sole	2023-10-10
2023-06-30	$2,464,721	5,128	+19.7%	Shares	Sole	2023-08-08
2023-03-31	$2,025,048	4,285	+3.8%	Shares	Sole	2023-04-17
2022-12-31	$2,189,113	4,129	+4.7%	Shares	Sole	2023-03-13
2022-09-30	$1,990,867	3,942	0.0%	Shares	Sole	2022-11-18
2022-06-30	$2,024,729	3,942	+10.5%	Shares	Sole	2022-08-12
2022-03-31	$1,819,572	3,568	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,791,635	3,568	+5.4%	Shares	Sole	2022-02-14
2021-09-30	$1,323,045	3,386	+4.2%	Shares	Sole	2021-11-15
2021-06-30	$1,300,629	3,248	+2.1%	Shares	Sole	2021-08-13
2021-03-31	$1,183,926	3,182	+2.4%	Shares	Sole	2021-05-17
2020-12-31	$1,089,562	3,107	+39.9%	Shares	Sole	2021-02-12
2020-09-30	$692,441	2,221	+9.9%	Shares	Sole	2020-11-16
2020-06-30	$596,093	2,021	+18.3%	Shares	Sole	2020-08-14
2020-03-31	$426,190	1,709	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.