CF
UNH icon

Clarity Financial’s UnitedHealth UNH Stock Holding History

Clarity Financial’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
Q1 		– Sell
-719
Closed -$237K – 132
2025
Q4 		$237K Sell
719
-30
-4% -$10.2K 0.02% 105
2025
Q3 		$259K Buy
749
+3
+0.4% +$907 0.03% 103
2025
Q2 		$233K Sell
746
-178
-19% -$68K 0.03% 103
2025
Q1 		$484K Sell
924
-606
-40% -$310K 0.06% 59
2024
Q4 		$774K Sell
1,530
-433
-22% -$246K 0.09% 58
2024
Q3 		$1.15M Sell
1,963
-388
-17% -$219K 0.13% 61
2024
Q2 		$1.2M Sell
2,351
-35,788
-94% -$17.5M 0.18% 51
2024
Q1 		$18.9M Buy
38,139
+36,403
+2,097% +$18.5M 2.85% 14
2023
Q4 		$914K Sell
1,736
-593
-25% -$316K 0.16% 46
2023
Q3 		$1.17M Sell
2,329
-193
-8% -$95K 0.2% 48
2023
Q2 		$1.21M Buy
2,522
+381
+18% +$186K 0.17% 50
2023
Q1 		$1.01M Sell
2,141
-14,135
-87% -$6.82M 3.74% 6
2022
Q4 		$8.63M Buy
16,276
+6,633
+69% +$3.51M 1.67% 13
2022
Q3 		$4.87M Sell
9,643
-2,608
-21% -$1.37M 1.14% 26
2022
Q2 		$6.29M Buy
12,251
+11,850
+2,955% +$5.95M 1.36% 25
2022
Q1 		$205K Sell
401
-4
-1% -$1.93K 0.04% 87
2021
Q4 		$203K Buy
+405
New +$183K 0.03% 93
2021
Q2 		– Sell
-960
Closed -$357K – 147
2021
Q1 		$357K Sell
960
-9,804
-91% -$3.4M 0.07% 93
2020
Q4 		$3.77M Buy
+10,764
New +$3.61M 0.9% 35

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clarity Financial's UNH Position: Q1 2026 in Review

Clarity Financial sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 719 shares — an estimated $237K sold.

Clarity Financial first reported a position in UNH in Q4 2020 and held it in 19 quarters. The position peaked at $18.9M in Q1 2024. 3,052 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Clarity Financial reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Clarity Financial sold 719 UnitedHealth shares in Q1 2026, an estimated $237K.
  • Clarity Financial first reported a position in UnitedHealth in Q4 2020 and held it in 19 quarters.
  • Clarity Financial's UnitedHealth position peaked at $18.9M in Q1 2024.
  • 3,052 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clarity Financial's 13F filing for Q1 2026, filed 4 May 2026.