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
Download as csvQuarterly 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 |