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Clark Financial Services Group’s UnitedHealth UNH Stock Holding History

Clark Financial Services 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
Q2 		$580K Buy
1,397
+13
+0.9% +$4.82K 0.27% 50
2026
Q1 		$374K Buy
1,384
+30
+2% +$8.93K 0.2% 74
2025
Q4 		$463K Buy
1,354
+13
+1% +$4.41K 0.25% 65
2025
Q3 		$463K Sell
1,341
-6
-0.4% -$1.81K 0.25% 64
2025
Q2 		$420K Buy
+1,347
New +$515K 0.26% 56
2025
Q1 		– Sell
-839
Closed -$424K – 103
2024
Q4 		$424K Buy
839
+46
+6% +$26.1K 0.32% 37
2024
Q3 		$464K Buy
793
+11
+1% +$6.22K 0.42% 24
2024
Q2 		$398K Buy
782
+25
+3% +$12.3K 0.42% 25
2024
Q1 		$374K Sell
757
-2
-0.3% -$1.02K 0.45% 33
2023
Q4 		$400K Hold
759
– – 0.51% 28
2023
Q3 		$383K Buy
759
+1
+0.1% +$492 0.52% 30
2023
Q2 		$364K Sell
758
-23
-3% -$11.2K 0.49% 33
2023
Q1 		$369K Sell
781
-8
-1% -$3.86K 0.54% 32
2022
Q4 		$418K Buy
789
+31
+4% +$16.4K 0.48% 26
2022
Q3 		$383K Buy
+758
New +$399K 0.4% 33
2022
Q1 		$347K Buy
681
+157
+30% +$75.7K 0.25% 49
2021
Q4 		$263K Buy
+524
New +$237K 0.18% 60
2020
Q2 		$350K Buy
+681
New +$195K 0.54% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clark Financial Services Group's UNH Position: Q2 2026 in Review

Clark Financial Services Group increased its UnitedHealth (UNH) stake by 0.94% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,397 shares worth $580K. The position accounts for 0.27% of the portfolio, ranked #50.

Clark Financial Services Group first reported a position in UNH in Q2 2020 and has held it in 18 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clark Financial Services Group held 1,397 shares of UnitedHealth worth $580K as of Q2 2026.
  • Clark Financial Services Group bought 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
  • UnitedHealth made up 0.27% of Clark Financial Services Group's portfolio in Q2 2026, its #50 holding.
  • Clark Financial Services Group first reported a position in UnitedHealth in Q2 2020 and has held it in 18 quarters since.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.