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UNH icon

Clifford Group’s UnitedHealth UNH Stock Holding History

Clifford 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
Q1 		$296K Buy
1,092
+134
+14% +$39.9K 0.23% 58
2025
Q4 		$316K Sell
958
-142
-13% -$48.1K 0.24% 57
2025
Q3 		$380K Buy
1,100
+102
+10% +$30.8K 0.3% 49
2025
Q2 		$311K Sell
998
-246
-20% -$94K 0.26% 56
2025
Q1 		$652K Sell
1,244
-235
-16% -$120K 0.61% 27
2024
Q4 		$748K Buy
1,479
+10
+0.7% +$5.68K 0.57% 27
2024
Q3 		$859K Sell
1,469
-12
-0.8% -$6.79K 0.67% 23
2024
Q2 		$754K Buy
1,481
+14
+1% +$6.86K 0.61% 24
2024
Q1 		$726K Buy
1,467
+100
+7% +$50.8K 0.6% 27
2023
Q4 		$720K Buy
1,367
+6
+0.4% +$3.2K 0.67% 25
2023
Q3 		$686K Sell
1,361
-116
-8% -$57.1K 0.74% 25
2023
Q2 		$710K Buy
1,477
+226
+18% +$111K 0.76% 28
2023
Q1 		$591K Buy
1,251
+15
+1% +$7.24K 0.72% 26
2022
Q4 		$655K Buy
+1,236
New +$655K 0.82% 25

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clifford Group's UNH Position: Q1 2026 in Review

Clifford Group increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $39.9K and bringing the position to 1,092 shares worth $296K. The position accounts for 0.23% of the portfolio, ranked #58.

Clifford Group first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $859K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Clifford Group held 1,092 shares of UnitedHealth worth $296K as of Q1 2026.
  • Clifford Group bought 134 UnitedHealth shares in Q1 2026, an estimated $39.9K.
  • UnitedHealth made up 0.23% of Clifford Group's portfolio in Q1 2026, its #58 holding.
  • Clifford Group first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's UnitedHealth position peaked at $859K in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.