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Clarendon Private’s UnitedHealth UNH Stock Holding History

Clarendon Private’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 		$1.28M Buy
3,086
+351
+13% +$130K 0.82% 31
2026
Q1 		$740K Sell
2,735
-702
-20% -$209K 0.57% 43
2025
Q4 		$1.13M Sell
3,437
-64
-2% -$21.7K 0.96% 27
2025
Q3 		$1.21M Buy
3,501
+1,099
+46% +$332K 1.1% 19
2025
Q2 		$749K Sell
2,402
-248
-9% -$94.8K 0.72% 38
2025
Q1 		$1.39M Buy
2,650
+66
+3% +$33.7K 1.47% 15
2024
Q4 		$1.31M Buy
+2,584
New +$1.47M 1.37% 14

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clarendon Private's UNH Position: Q2 2026 in Review

Clarendon Private increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $130K and bringing the position to 3,086 shares worth $1.28M. The position accounts for 0.82% of the portfolio, ranked #31.

Clarendon Private first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clarendon Private held 3,086 shares of UnitedHealth worth $1.28M as of Q2 2026.
  • Clarendon Private bought 351 UnitedHealth shares in Q2 2026, an estimated $130K.
  • UnitedHealth made up 0.82% of Clarendon Private's portfolio in Q2 2026, its #31 holding.
  • Clarendon Private first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Clarendon Private's UnitedHealth position peaked at $1.39M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.