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Clark Wealth Partners’s UnitedHealth UNH Stock Holding History

Clark Wealth Partners’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 		$24.5K Hold
59
– – 0.01% 169
2026
Q1 		$16K Buy
59
+36
+157% +$10.7K 0.01% 211
2025
Q4 		$7.65K Hold
23
– – ﹤0.01% 277
2025
Q3 		$7.65K Sell
23
-26
-53% -$7.86K ﹤0.01% 277
2025
Q2 		$15.3K Sell
49
-122
-71% -$46.6K 0.01% 180
2025
Q1 		$89.8K Buy
171
+12
+8% +$6.13K 0.07% 65
2024
Q4 		$80.4K Buy
+159
New +$90.3K 0.06% 57

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clark Wealth Partners's UNH Position: Q2 2026 in Review

Clark Wealth Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 59 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #169.

Clark Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.8K in Q1 2025. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clark Wealth Partners held 59 shares of UnitedHealth worth $24.5K as of Q2 2026.
  • Clark Wealth Partners left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Clark Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's UnitedHealth position peaked at $89.8K in Q1 2025.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.