Clarus Group
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
Q3 		$267K Sell
727
-12
-2% -$4.83K 0.09% 86
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Clarus Group's UNH Position: Q3 2026 in Review

Clarus Group reduced its UnitedHealth (UNH) stake by 1.6% in Q3 2026, selling an estimated $4.83K and leaving 727 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #86.

Clarus Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.38M in Q3 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Clarus Group held 727 shares of UnitedHealth worth $267K as of Q3 2026.
  • Clarus Group sold 12 UnitedHealth shares in Q3 2026, an estimated $4.83K.
  • UnitedHealth made up 0.09% of Clarus Group's portfolio in Q3 2026, its #86 holding.
  • Clarus Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Clarus Group's UnitedHealth position peaked at $1.38M in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.