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UnitedHealth shares owned by Clark Asset Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Clark Asset Management from 13F filings

Historical chart of Clark Asset Management investment in UnitedHealth

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All positions including UnitedHealth held by Clark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $286k 867 330.21
2025-09-30 $225k 652 345.20
2025-03-31 $285k 545 523.65
2024-09-30 $319k 546 585.04

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Clark Asset Management

Top funds holding UnitedHealth

Vanguard Group
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State Street Corporation
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Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth