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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
Q2 		$466K Buy
1,120
+28
+3% +$10.4K 0.32% 47
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 $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 $3.37T AUM 44.26% 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

Clifford Group's UNH Position: Q2 2026 in Review

Clifford Group increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,120 shares worth $466K. The position accounts for 0.32% of the portfolio, ranked #47.

Clifford Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $859K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Clifford Group held 1,120 shares of UnitedHealth worth $466K as of Q2 2026.
  • Clifford Group bought 28 UnitedHealth shares in Q2 2026, an estimated $10.4K.
  • UnitedHealth made up 0.32% of Clifford Group's portfolio in Q2 2026, its #47 holding.
  • Clifford Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's UnitedHealth position peaked at $859K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.