Claris Advisors’s UnitedHealth UNH Stock Holding History

Claris Advisors’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	$691K	Hold	1,663	–	–	0.18%	35
2026 Q1	$450K	Hold	1,663	–	–	0.13%	45
2025 Q4	$549K	Sell	1,663 -24	-1%	-$8.13K	0.17%	39
2025 Q3	$526K	Hold	1,687	–	–	0.18%	40
2025 Q2	$526K	Buy	1,687 +67	+4%	+$25.6K	0.18%	40
2025 Q1	$848K	Buy	1,620 +38	+2%	+$19.4K	0.32%	31
2024 Q4	$800K	Buy	1,582 +128	+9%	+$72.7K	0.3%	31
2024 Q3	$850K	Hold	1,454	–	–	0.37%	29
2024 Q2	$740K	Buy	1,454 +21	+1%	+$10.3K	0.38%	27
2024 Q1	$709K	Buy	1,433 +1	+0.1%	+$508	0.36%	27
2023 Q4	$754K	Buy	1,432 +1	+0.1%	+$533	0.42%	22
2023 Q3	$721K	Buy	1,431 +2	+0.1%	+$984	0.46%	20
2023 Q2	$687K	Buy	+1,429	New	+$699K	0.48%	19

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Claris Advisors's UNH Position: Q2 2026 in Review

Claris Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 1,663 shares worth $691K. The position accounts for 0.18% of the portfolio, ranked #35.

Claris Advisors first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $850K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Claris Advisors held 1,663 shares of UnitedHealth worth $691K as of Q2 2026.
Claris Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.18% of Claris Advisors's portfolio in Q2 2026, its #35 holding.
Claris Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Claris Advisors's UnitedHealth position peaked at $850K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.