CLG LLC
UNH icon

CLG LLC’s UnitedHealth UNH Stock Holding History

CLG LLC’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 		$648K Buy
1,766
+1
+0.1% +$403 0.13% 74
2026
Q2 		$734K Buy
1,765
+72
+4% +$26.7K 0.16% 77
2026
Q1 		$458K Buy
1,693
+45
+3% +$13.4K 0.11% 92
2025
Q4 		$544K Sell
1,648
-162
-9% -$54.9K 0.14% 85
2025
Q3 		$625K Buy
1,810
+155
+9% +$46.9K 0.17% 72
2025
Q2 		$516K Buy
1,655
+142
+9% +$54.3K 0.16% 81
2025
Q1 		$793K Buy
1,513
+28
+2% +$14.3K 0.28% 57
2024
Q4 		$751K Buy
+1,485
New +$844K 0.27% 61

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

CLG LLC's UNH Position: Q3 2026 in Review

CLG LLC increased its UnitedHealth (UNH) stake by 0.06% in Q3 2026, buying an estimated $403 and bringing the position to 1,766 shares worth $648K. The position accounts for 0.13% of the portfolio, ranked #74.

CLG LLC first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $793K in Q1 2025. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • CLG LLC held 1,766 shares of UnitedHealth worth $648K as of Q3 2026.
  • CLG LLC bought 1 UnitedHealth share in Q3 2026, an estimated $403.
  • UnitedHealth made up 0.13% of CLG LLC's portfolio in Q3 2026, its #74 holding.
  • CLG LLC first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
  • CLG LLC's UnitedHealth position peaked at $793K in Q1 2025.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.