Clarity Wealth Advisors’s UnitedHealth UNH Stock Holding History

Clarity Wealth 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
2025 Q2	–	Sell	-536	Closed	-$281K	–	100
2025 Q1	$281K	Sell	536 -20	-4%	-$10.2K	0.08%	81
2024 Q4	$281K	Sell	556 -25	-4%	-$14.2K	0.08%	79
2024 Q3	$340K	Buy	581 +65	+13%	+$36.8K	0.1%	75
2024 Q2	$263K	Sell	516 -16	-3%	-$7.84K	0.09%	80
2024 Q1	$263K	Buy	532 +4	+0.8%	+$2.03K	0.09%	79
2023 Q4	$278K	Sell	528 -7	-1%	-$3.73K	0.11%	76
2023 Q3	$270K	Buy	535 +3	+0.6%	+$1.48K	0.12%	65
2023 Q2	$256K	Buy	532 +25	+5%	+$12.2K	0.11%	67
2023 Q1	$240K	Sell	507 -10	-2%	-$4.83K	0.12%	65
2022 Q4	$274K	Sell	517 -5	-1%	-$2.65K	0.16%	53
2022 Q3	$263K	Sell	522 -2	-0.4%	-$1.05K	0.16%	52
2022 Q2	$269K	Hold	524	–	–	0.15%	53
2022 Q1	$267K	Buy	524 +124	+31%	+$59.8K	0.13%	57
2021 Q4	$200K	Buy	+400	New	+$181K	0.09%	70

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clarity Wealth Advisors's UNH Position: Q2 2025 in Review

Clarity Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 536 shares — an estimated $281K sold.

Clarity Wealth Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $340K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Clarity Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Clarity Wealth Advisors sold 536 UnitedHealth shares in Q2 2025, an estimated $281K.
Clarity Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Clarity Wealth Advisors's UnitedHealth position peaked at $340K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Clarity Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.