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Clayton Financial Group’s UnitedHealth UNH Stock Holding History

Clayton Financial 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 		– Sell
-180
Closed -$48.7K – 534
2026
Q1 		$48.7K Sell
180
-85
-32% -$25.3K 0.03% 144
2025
Q4 		$87.3K Buy
265
+50
+23% +$16.9K 0.04% 114
2025
Q3 		$74.1K Buy
+215
New +$65K 0.05% 82
2025
Q1 		– Sell
-3,970
Closed -$2.01M – 126
2024
Q4 		$2.01M Buy
3,970
+1,765
+80% +$1M 0.72% 31
2024
Q3 		$1.29M Buy
+2,205
New +$1.25M 0.48% 37

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 22.94% 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

Clayton Financial Group's UNH Position: Q2 2026 in Review

Clayton Financial Group sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 180 shares — an estimated $48.7K sold.

Clayton Financial Group first reported a position in UNH in Q3 2024 and held it in 5 quarters. The position peaked at $2.01M in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clayton Financial Group reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 180 UnitedHealth shares in Q2 2026, an estimated $48.7K.
  • Clayton Financial Group first reported a position in UnitedHealth in Q3 2024 and held it in 5 quarters.
  • Clayton Financial Group's UnitedHealth position peaked at $2.01M in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.