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Clear Investment Research’s UnitedHealth UNH Stock Holding History

Clear Investment Research’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
-115
Closed -$31.2K – 215
2026
Q1 		$31.2K Buy
+115
New +$34.2K 0.05% 129
2025
Q4 		– Sell
-88
Closed -$30.4K – 225
2025
Q3 		$30.4K Buy
88
+1
+1% +$302 0.04% 143
2025
Q2 		$27.3K Buy
87
+5
+6% +$1.91K 0.03% 135
2025
Q1 		$43K Hold
82
– – 0.06% 114
2024
Q4 		$41.9K Buy
82
+6
+8% +$3.41K 0.05% 114
2024
Q3 		$44.8K Buy
76
+3
+4% +$1.7K 0.06% 108
2024
Q2 		$37.4K Sell
73
-17
-19% -$8.33K 0.05% 112
2024
Q1 		$44.6K Sell
90
-11
-11% -$5.59K 0.06% 106
2023
Q4 		$53.7K Buy
101
+25
+33% +$13.3K 0.08% 102
2023
Q3 		$38.7K Sell
76
-11
-13% -$5.41K 0.07% 96
2023
Q2 		$42K Buy
87
+11
+14% +$5.38K 0.07% 94
2023
Q1 		$36K Buy
76
+52
+217% +$25.1K 0.06% 92
2022
Q4 		$13K Buy
+24
New +$12.7K 0.03% 117
2019
Q4 		– Sell
-7
Closed -$2K – 373
2019
Q3 		$2K Hold
7
– – ﹤0.01% 126
2019
Q2 		$2K Hold
7
– – ﹤0.01% 125
2019
Q1 		$2K Hold
7
– – ﹤0.01% 123
2018
Q4 		$2K Hold
7
– – ﹤0.01% 116
2018
Q3 		$2K Buy
+7
New +$1.82K ﹤0.01% 125

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 Investment Research's UNH Position: Q2 2026 in Review

Clear Investment Research sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 115 shares — an estimated $31.2K sold.

Clear Investment Research first reported a position in UNH in Q3 2018 and held it in 18 quarters. The position peaked at $53.7K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clear Investment Research reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 115 UnitedHealth shares in Q2 2026, an estimated $31.2K.
  • Clear Investment Research first reported a position in UnitedHealth in Q3 2018 and held it in 18 quarters.
  • Clear Investment Research's UnitedHealth position peaked at $53.7K in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.