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Clear Creek Financial Management’s UnitedHealth UNH Stock Holding History

Clear Creek Financial Management’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 		$1.6M Sell
3,847
-2,300
-37% -$852K 0.1% 203
2026
Q1 		$1.66M Buy
6,147
+1,885
+44% +$561K 0.13% 172
2025
Q4 		$1.41M Sell
4,262
-805
-16% -$273K 0.11% 180
2025
Q3 		$1.75M Buy
5,067
+2,807
+124% +$849K 0.15% 137
2025
Q2 		$705K Buy
2,260
+523
+30% +$200K 0.07% 291
2025
Q1 		$910K Buy
1,737
+153
+10% +$78.2K 0.09% 206
2024
Q4 		$802K Buy
1,584
+40
+3% +$22.7K 0.09% 225
2024
Q3 		$903K Buy
1,544
+114
+8% +$64.5K 0.1% 185
2024
Q2 		$728K Buy
1,430
+2
+0.1% +$980 0.09% 200
2024
Q1 		$706K Buy
1,428
+126
+10% +$64.1K 0.09% 194
2023
Q4 		$685K Buy
1,302
+225
+21% +$120K 0.11% 159
2023
Q3 		$543K Sell
1,077
-220
-17% -$108K 0.1% 158
2023
Q2 		$623K Sell
1,297
-68
-5% -$33.3K 0.11% 152
2023
Q1 		$645K Buy
1,365
+37
+3% +$17.9K 0.12% 134
2022
Q4 		$704K Sell
1,328
-327
-20% -$173K 0.15% 124
2022
Q3 		$836K Sell
1,655
-126
-7% -$66.3K 0.18% 96
2022
Q2 		$915K Buy
1,781
+454
+34% +$228K 0.19% 95
2022
Q1 		$677K Buy
1,327
+134
+11% +$64.6K 0.11% 157
2021
Q4 		$599K Buy
1,193
+268
+29% +$121K 0.09% 168
2021
Q3 		$361K Buy
925
+23
+3% +$9.53K 0.06% 220
2021
Q2 		$361K Buy
+902
New +$360K 0.06% 211
2021
Q1 		– Sell
-825
Closed -$289K – 241
2020
Q4 		$289K Buy
+825
New +$277K 0.06% 242
2020
Q3 		– Sell
-756
Closed -$222K – 252
2020
Q2 		$222K Buy
+756
New +$217K 0.06% 215

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clear Creek Financial Management's UNH Position: Q2 2026 in Review

Clear Creek Financial Management reduced its UnitedHealth (UNH) stake by 37% in Q2 2026, selling an estimated $852K and leaving 3,847 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #203.

Clear Creek Financial Management first reported a position in UNH in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clear Creek Financial Management held 3,847 shares of UnitedHealth worth $1.6M as of Q2 2026.
  • Clear Creek Financial Management sold 2,300 UnitedHealth shares in Q2 2026, an estimated $852K.
  • UnitedHealth made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #203 holding.
  • Clear Creek Financial Management first reported a position in UnitedHealth in Q2 2020 and has held it in 23 quarters since.
  • Clear Creek Financial Management's UnitedHealth position peaked at $1.75M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.