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Clarus Wealth Advisors’s UnitedHealth UNH Stock Holding History

Clarus Wealth Advisors’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 		$558K Sell
1,310
-194
-13% -$71.9K 0.21% 68
2026
Q1 		$463K Buy
1,504
+449
+43% +$134K 0.2% 69
2025
Q4 		$352K Buy
+1,055
New +$358K 0.15% 75
2023
Q1 		– Sell
-813
Closed -$395K – 146
2022
Q4 		$395K Sell
813
-59
-7% -$31.3K 0.26% 83
2022
Q3 		$435K Sell
872
-39
-4% -$20.5K 0.31% 65
2022
Q2 		$471K Sell
911
-68
-7% -$34.1K 0.33% 56
2022
Q1 		$526K Sell
979
-19
-2% -$9.16K 0.33% 50
2021
Q4 		$473K Sell
998
-119
-11% -$53.9K 0.27% 59
2021
Q3 		$439K Buy
1,117
+104
+10% +$43.1K 0.27% 65
2021
Q2 		$421K Buy
1,013
+425
+72% +$169K 0.26% 69
2021
Q1 		$221K Hold
588
– – 0.14% 118
2020
Q4 		$212K Buy
+588
New +$197K 0.14% 126
2020
Q3 		– Sell
-688
Closed -$204K – 137
2020
Q2 		$204K Buy
+688
New +$197K 0.17% 119
2020
Q1 		– Sell
-693
Closed -$204K – 150
2019
Q4 		$204K Buy
+693
New +$181K 0.13% 131
2019
Q3 		– Sell
-680
Closed -$166K – 517
2019
Q2 		$166K Buy
680
+55
+9% +$13.2K 0.12% 133
2019
Q1 		$154K Sell
625
-934
-60% -$238K 0.12% 137
2018
Q4 		$388K Sell
1,559
-8
-0.5% -$2.11K 0.61% 23
2018
Q3 		$417K Buy
1,567
+84
+6% +$21.8K 0.27% 39
2018
Q2 		$317K Hold
1,483
– – 0.24% 45
2018
Q1 		$317K Buy
+1,483
New +$339K 0.29% 45

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Clarus Wealth Advisors's UNH Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $71.9K and leaving 1,310 shares worth $558K. The position accounts for 0.21% of the portfolio, ranked #68.

Clarus Wealth Advisors first reported a position in UNH in Q1 2018 and has held it in 20 quarters since. 1,867 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clarus Wealth Advisors held 1,310 shares of UnitedHealth worth $558K as of Q2 2026.
  • Clarus Wealth Advisors sold 194 UnitedHealth shares in Q2 2026, an estimated $71.9K.
  • UnitedHealth made up 0.21% of Clarus Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Clarus Wealth Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 20 quarters since.
  • 1,867 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.