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UNH icon

Clarus Group’s UnitedHealth UNH Stock Holding History

Clarus 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 		$307K Buy
+739
New +$274K 0.1% 77
2026
Q1 		– Sell
-737
Closed -$243K – 116
2025
Q4 		$243K Sell
737
-20
-3% -$6.78K 0.09% 89
2025
Q3 		$261K Sell
757
-185
-20% -$56K 0.09% 86
2025
Q2 		$294K Sell
942
-919
-49% -$351K 0.11% 79
2025
Q1 		$975K Sell
1,861
-201
-10% -$103K 0.38% 31
2024
Q4 		$1.04M Sell
2,062
-303
-13% -$172K 0.37% 29
2024
Q3 		$1.38M Sell
2,365
-79
-3% -$44.7K 0.58% 25
2024
Q2 		$1.24M Buy
2,444
+884
+57% +$433K 0.55% 25
2024
Q1 		$772K Buy
1,560
+67
+4% +$34.1K 0.54% 35
2023
Q4 		$786K Sell
1,493
-445
-23% -$237K 0.59% 34
2023
Q3 		$977K Buy
1,938
+33
+2% +$16.2K 0.71% 24
2023
Q2 		$916K Buy
1,905
+867
+84% +$424K 0.67% 25
2023
Q1 		$491K Buy
1,038
+38
+4% +$18.3K 0.46% 35
2022
Q4 		$530K Sell
1,000
-38
-4% -$20.1K 0.47% 38
2022
Q3 		$524K Hold
1,038
– – 0.48% 33
2022
Q2 		$533K Buy
1,038
+1
+0.1% +$502 0.45% 34
2022
Q1 		$529K Buy
1,037
+66
+7% +$31.8K 0.36% 43
2021
Q4 		$431K Sell
971
-17
-2% -$7.7K 0.29% 48
2021
Q3 		$386K Hold
988
– – 0.27% 54
2021
Q2 		$407K Buy
988
+1
+0.1% +$399 0.3% 56
2021
Q1 		$361K Hold
987
– – 0.3% 58
2020
Q4 		$324K Buy
+987
New +$331K 0.28% 61

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clarus Group's UNH Position: Q2 2026 in Review

Clarus Group opened a new position in UnitedHealth (UNH) in Q2 2026: 739 shares worth $307K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: Clarus Group previously reported a position in UNH as recently as Q4 2025.

Clarus Group first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q3 2024. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clarus Group held 739 shares of UnitedHealth worth $307K as of Q2 2026.
  • UnitedHealth was a new Clarus Group position in Q2 2026.
  • UnitedHealth made up 0.1% of Clarus Group's portfolio in Q2 2026, its #77 holding.
  • Clarus Group first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Clarus Group's UnitedHealth position peaked at $1.38M in Q3 2024.
  • 1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.