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UnitedHealth shares owned by Clarus Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Clarus Wealth Advisors from 13F filings

Historical chart of Clarus Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Clarus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Clarus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $352k 1.1k 333.93
2022-12-31 $395k 813 486.00
2022-09-30 $435k 872 498.85
2022-06-30 $471k 911 517.01
2022-03-31 $526k 979 537.28
2021-12-31 $473k 998 473.95
2021-09-30 $439k 1.1k 393.02
2021-06-30 $421k 1.0k 415.60
2021-03-31 $221k 588 375.85
2020-12-31 $212k 588 360.54
2020-06-30 $204k 688 296.51
2019-12-31 $204k 693 294.37
2019-06-30 $166k 680 244.12
2019-03-31 $154k 625 246.40
2018-12-31 $388k 1.6k 248.88
2018-09-30 $417k 1.6k 266.11
2018-06-30 $317k 1.5k 213.76
2018-03-31 $317k 1.5k 213.76