CL
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CLG LLC's UNH Position: Q2 2026 in Review

CLG LLC increased its UnitedHealth (UNH) stake by 4.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 1,765 shares worth $734K. The position accounts for 0.16% of the portfolio, ranked #77.

CLG LLC first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $793K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CLG LLC held 1,765 shares of UnitedHealth worth $734K as of Q2 2026.
  • CLG LLC bought 72 UnitedHealth shares in Q2 2026, an estimated $26.7K.
  • UnitedHealth made up 0.16% of CLG LLC's portfolio in Q2 2026, its #77 holding.
  • CLG LLC first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • CLG LLC's UnitedHealth position peaked at $793K in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.