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Clark Asset Management’s UnitedHealth UNH Stock Holding History

Clark Asset Management’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 		$294K Sell
706
-202
-22% -$74.9K 0.02% 216
2026
Q1 		$246K Buy
908
+41
+5% +$12.2K 0.02% 213
2025
Q4 		$286K Buy
867
+215
+33% +$72.9K 0.03% 179
2025
Q3 		$225K Buy
+652
New +$197K 0.03% 191
2025
Q2 		– Sell
-545
Closed -$285K – 205
2025
Q1 		$285K Sell
545
-32
-6% -$16.4K 0.05% 120
2024
Q4 		$292K Buy
577
+31
+6% +$17.6K 0.05% 102
2024
Q3 		$319K Buy
+546
New +$309K 0.07% 86

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

Clark Asset Management's UNH Position: Q2 2026 in Review

Clark Asset Management reduced its UnitedHealth (UNH) stake by 22% in Q2 2026, selling an estimated $74.9K and leaving 706 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #216.

Clark Asset Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $319K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clark Asset Management held 706 shares of UnitedHealth worth $294K as of Q2 2026.
  • Clark Asset Management sold 202 UnitedHealth shares in Q2 2026, an estimated $74.9K.
  • UnitedHealth made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #216 holding.
  • Clark Asset Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • Clark Asset Management's UnitedHealth position peaked at $319K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.