CMI
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Clare Market Investments’s UnitedHealth UNH Stock Holding History

Clare Market Investments’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
Q2 		$1.37M Buy
3,300
+120
+4% +$44.5K 0.25% 59
2026
Q1 		$860K Buy
+3,180
New +$947K 0.18% 77
2025
Q3 		$5.16M Sell
14,947
-2,634
-15% -$797K 1.03% 18
2025
Q2 		$5.48M Buy
+17,581
New +$6.72M 1.21% 19
2024
Q4 		– Sell
-829
Closed -$485K – 169
2024
Q3 		$485K Sell
829
-60
-7% -$33.9K 0.13% 90
2024
Q2 		$453K Sell
889
-39
-4% -$19.1K 0.13% 89
2024
Q1 		$459K Buy
928
+1
+0.1% +$508 0.14% 98
2023
Q4 		$488K Buy
+927
New +$494K 0.17% 80
2023
Q1 		– Sell
-2,449
Closed -$1.3M – 142
2022
Q4 		$1.3M Sell
2,449
-42
-2% -$22.2K 0.61% 23
2022
Q3 		$1.26M Buy
2,491
+1,046
+72% +$550K 0.54% 26
2022
Q2 		$742K Buy
1,445
+790
+121% +$397K 0.32% 40
2022
Q1 		$334K Buy
655
+30
+5% +$14.5K 0.11% 116
2021
Q4 		$314K Sell
625
-229
-27% -$104K 0.09% 109
2021
Q3 		$334K Buy
854
+22
+3% +$9.11K 0.1% 102
2021
Q2 		$333K Sell
832
-9
-1% -$3.59K 0.11% 101
2021
Q1 		$313K Buy
841
+18
+2% +$6.24K 0.12% 92
2020
Q4 		$289K Buy
823
+141
+21% +$47.3K 0.12% 91
2020
Q3 		$212K Buy
682
+2
+0.3% +$614 0.1% 107
2020
Q2 		$201K Buy
+680
New +$195K 0.12% 81
2020
Q1 		– Sell
-2,778
Closed -$817K – 98
2019
Q4 		$817K Sell
2,778
-71
-2% -$18.6K 0.59% 34
2019
Q3 		$620K Sell
2,849
-1,614
-36% -$389K 0.59% 39
2019
Q2 		$1.09M Buy
+4,463
New +$1.07M 0.86% 27

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Clare Market Investments's UNH Position: Q2 2026 in Review

Clare Market Investments increased its UnitedHealth (UNH) stake by 3.8% in Q2 2026, buying an estimated $44.5K and bringing the position to 3,300 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #59.

Clare Market Investments first reported a position in UNH in Q2 2019 and has held it in 22 quarters since. The position peaked at $5.48M in Q2 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clare Market Investments held 3,300 shares of UnitedHealth worth $1.37M as of Q2 2026.
  • Clare Market Investments bought 120 UnitedHealth shares in Q2 2026, an estimated $44.5K.
  • UnitedHealth made up 0.25% of Clare Market Investments's portfolio in Q2 2026, its #59 holding.
  • Clare Market Investments first reported a position in UnitedHealth in Q2 2019 and has held it in 22 quarters since.
  • Clare Market Investments's UnitedHealth position peaked at $5.48M in Q2 2025.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.