TCWM
UNH icon

Total Clarity Wealth Management’s UnitedHealth UNH Stock Holding History

Total Clarity Wealth Management’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 		$545K Buy
+1,312
New +$486K 0.11% 198
2025
Q2 		– Sell
-1,867
Closed -$944K – 337
2025
Q1 		$944K Hold
1,867
– – 0.31% 87
2024
Q4 		$944K Hold
1,867
– – 0.31% 88
2024
Q3 		$1.09M Hold
1,867
– – 0.35% 79
2024
Q2 		$951K Sell
1,867
-361
-16% -$177K 0.33% 81
2024
Q1 		$1.1M Sell
2,228
-247
-10% -$126K 0.38% 74
2023
Q4 		$1.3M Buy
2,475
+9
+0.4% +$4.8K 0.53% 56
2023
Q3 		$1.24M Sell
2,466
-214
-8% -$105K 0.6% 47
2023
Q2 		$1.29M Sell
2,680
-59
-2% -$28.9K 0.64% 44
2023
Q1 		$1.29M Buy
2,739
+3
+0.1% +$1.45K 0.7% 38
2022
Q4 		$1.45M Buy
2,736
+169
+7% +$89.5K 0.74% 32
2022
Q3 		$1.3M Sell
2,567
-48
-2% -$25.2K 0.81% 34
2022
Q2 		$1.34M Sell
2,615
-119
-4% -$59.8K 0.69% 36
2022
Q1 		$1.39M Buy
2,734
+394
+17% +$190K 0.76% 38
2021
Q4 		$1.18M Hold
2,340
– – 0.53% 47
2021
Q3 		$914K Buy
2,340
+110
+5% +$45.6K 0.43% 58
2021
Q2 		$893K Buy
2,230
+80
+4% +$31.9K 0.5% 60
2021
Q1 		$800K Hold
2,150
– – 0.46% 53
2020
Q4 		$754K Buy
+2,150
New +$721K 0.52% 53
2020
Q1 		– Sell
-115
Closed -$34K – 584
2019
Q4 		$34K Buy
+115
New +$30.1K 0.03% 328

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

Total Clarity Wealth Management's UNH Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,312 shares worth $545K. The stake represents 0.11% of the portfolio and ranks #198 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in UNH as recently as Q1 2025.

Total Clarity Wealth Management first reported a position in UNH in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Total Clarity Wealth Management held 1,312 shares of UnitedHealth worth $545K as of Q2 2026.
  • UnitedHealth was a new Total Clarity Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.11% of Total Clarity Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Total Clarity Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 20 quarters since.
  • Total Clarity Wealth Management's UnitedHealth position peaked at $1.45M in Q4 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.