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Clark Capital Management Group’s UnitedHealth UNH Stock Holding History

Clark Capital Management Group’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 		$49.4M Sell
182,425
-24,021
-12% -$7.15M 0.3% 108
2025
Q4 		$68.2M Buy
206,446
+199,243
+2,766% +$67.5M 0.42% 76
2025
Q3 		$2.49M Sell
7,203
-136,269
-95% -$41.2M 0.02% 245
2025
Q2 		$44.8M Sell
143,472
-90,268
-39% -$34.5M 0.31% 117
2025
Q1 		$122M Buy
233,740
+9,533
+4% +$4.87M 0.88% 20
2024
Q4 		$113M Sell
224,207
-13,619
-6% -$7.74M 0.79% 28
2024
Q3 		$139M Buy
237,826
+38,156
+19% +$21.6M 0.95% 21
2024
Q2 		$102M Sell
199,670
-20,828
-9% -$10.2M 0.75% 29
2024
Q1 		$109M Buy
220,498
+8,266
+4% +$4.2M 0.81% 22
2023
Q4 		$112M Buy
212,232
+3,690
+2% +$1.97M 0.91% 17
2023
Q3 		$105M Buy
208,542
+2,880
+1% +$1.42M 1.05% 19
2023
Q2 		$98.8M Sell
205,662
-14,611
-7% -$7.14M 0.88% 18
2023
Q1 		$104M Buy
220,273
+2,036
+0.9% +$983K 1.16% 10
2022
Q4 		$116M Sell
218,237
-13,990
-6% -$7.41M 1.06% 8
2022
Q3 		$117M Sell
232,227
-5,287
-2% -$2.78M 1.54% 7
2022
Q2 		$122M Buy
237,514
+9,105
+4% +$4.57M 1.6% 8
2022
Q1 		$116M Sell
228,409
-7,266
-3% -$3.5M 1.3% 11
2021
Q4 		$118M Buy
235,675
+18,012
+8% +$8.15M 1.45% 9
2021
Q3 		$85M Buy
217,663
+37,303
+21% +$15.5M 1.16% 13
2021
Q2 		$72.2M Buy
180,360
+55,059
+44% +$22M 1.01% 15
2021
Q1 		$46.6M Sell
125,301
-67,579
-35% -$23.4M 0.71% 31
2020
Q4 		$67.6M Sell
192,880
-24,551
-11% -$8.23M 1.12% 14
2020
Q3 		$67.8M Sell
217,431
-3,412
-2% -$1.05M 1.28% 10
2020
Q2 		$65.1M Sell
220,843
-77,890
-26% -$22.3M 1.22% 8
2020
Q1 		$74.5M Sell
298,733
-9,591
-3% -$2.64M 1.89% 6
2019
Q4 		$90.6M Sell
308,324
-1,694
-0.5% -$443K 1.9% 7
2019
Q3 		$67.4M Sell
310,018
-35,400
-10% -$8.54M 1.53% 10
2019
Q2 		$84.3M Buy
345,418
+36,645
+12% +$8.81M 1.78% 6
2019
Q1 		$76.3M Sell
308,773
-30,574
-9% -$7.8M 1.82% 6
2018
Q4 		$84.5M Buy
339,347
+9,107
+3% +$2.41M 2.27% 4
2018
Q3 		$87.9M Buy
330,240
+36,380
+12% +$9.46M 2.22% 5
2018
Q2 		$72.1M Buy
293,860
+20,278
+7% +$4.87M 2.07% 5
2018
Q1 		$58.5M Sell
273,582
-3,405
-1% -$778K 1.83% 7
2017
Q4 		$61.1M Sell
276,987
-38,995
-12% -$8.26M 1.87% 5
2017
Q3 		$61.9M Buy
315,982
+18,960
+6% +$3.66M 2.09% 3
2017
Q2 		$55.1M Buy
297,022
+28,095
+10% +$4.93M 2.14% 4
2017
Q1 		$44.1M Buy
268,927
+32,149
+14% +$5.27M 1.96% 4
2016
Q4 		$37.9M Buy
236,778
+21,531
+10% +$3.22M 1.97% 5
2016
Q3 		$30.1M Buy
215,247
+46,750
+28% +$6.55M 1.73% 6
2016
Q2 		$23.8M Buy
168,497
+35,050
+26% +$4.67M 1.54% 6
2016
Q1 		$17.2M Buy
133,447
+44,308
+50% +$5.24M 1.33% 11
2015
Q4 		$10.5M Buy
89,139
+39,248
+79% +$4.59M 0.85% 27
2015
Q3 		$5.79M Buy
49,891
+44,898
+899% +$5.37M 0.52% 62
2015
Q2 		$609K Buy
4,993
+86
+2% +$10.2K 0.06% 200
2015
Q1 		$580K Sell
4,907
-568
-10% -$63.1K 0.05% 208
2014
Q4 		$553K Sell
5,475
-13
-0.2% -$1.23K 0.05% 188
2014
Q3 		$473K Buy
5,488
+249
+5% +$21K 0.04% 191
2014
Q2 		$428K Sell
5,239
-151
-3% -$11.9K 0.04% 218
2014
Q1 		$442K Buy
5,390
+1,114
+26% +$83.8K 0.04% 216
2013
Q4 		$322K Sell
4,276
-259
-6% -$18.6K 0.03% 253
2013
Q3 		$325K Buy
+4,535
New +$325K 0.03% 264

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clark Capital Management Group's UNH Position: Q1 2026 in Review

Clark Capital Management Group reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $7.15M and leaving 182,425 shares worth $49.4M. The position accounts for 0.3% of the portfolio, ranked #108.

Clark Capital Management Group first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $139M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Clark Capital Management Group held 182,425 shares of UnitedHealth worth $49.4M as of Q1 2026.
  • Clark Capital Management Group sold 24,021 UnitedHealth shares in Q1 2026, an estimated $7.15M.
  • UnitedHealth made up 0.3% of Clark Capital Management Group's portfolio in Q1 2026, its #108 holding.
  • Clark Capital Management Group first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
  • Clark Capital Management Group's UnitedHealth position peaked at $139M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.