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McClarren Financial Advisors’s UnitedHealth UNH Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-1,537
Closed -$217K – 281
2025
Q1 		$217K Buy
1,537
+4
+0.3% +$2.04K 0.14% 67
2024
Q4 		$212K Buy
1,533
+591
+63% +$336K 0.6% 29
2024
Q3 		$52 Sell
942
-1,813
-66% -$1.03M 0.01% 120
2024
Q2 		$210K Buy
2,755
+1,813
+192% +$889K 0.15% 67
2024
Q1 		$207K Buy
942
+586
+165% +$298K 0.15% 71
2023
Q4 		$188K Buy
356
+151
+74% +$80.5K 0.14% 70
2023
Q3 		$103K Buy
205
+1
+0.5% +$492 0.09% 98
2023
Q2 		$98K Sell
204
-1
-0.5% -$489 0.08% 104
2023
Q1 		$96K Sell
205
-304
-60% -$147K 0.09% 101
2022
Q4 		$269K Buy
509
+2
+0.4% +$1.06K 0.26% 56
2022
Q3 		$256K Buy
+507
New +$267K 0.26% 56
2022
Q2 		– Sell
-104
Closed -$53K – 260
2022
Q1 		$53K Sell
104
-2
-2% -$965 0.04% 121
2021
Q4 		$53K Buy
106
+81
+324% +$36.7K 0.04% 132
2021
Q3 		$9K Buy
+25
New +$10.4K 0.01% 220

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

McClarren Financial Advisors's UNH Position: Q2 2025 in Review

McClarren Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,537 shares — an estimated $217K sold.

McClarren Financial Advisors first reported a position in UNH in Q3 2021 and held it in 14 quarters. The position peaked at $269K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • McClarren Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,537 UnitedHealth shares in Q2 2025, an estimated $217K.
  • McClarren Financial Advisors first reported a position in UnitedHealth in Q3 2021 and held it in 14 quarters.
  • McClarren Financial Advisors's UnitedHealth position peaked at $269K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.