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Livermore
Livermore
ZHEN

Claris Advisors, LLC

SEC CIK
0001905092
Latest filing
Jul 21, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Claris Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
1,663
Value
$691.2K
% of portfolio
0.2%
Quarters held
13
Since Q2 2023
Holdings of UNH by Claris Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,663$691.2K0.2%00.0%UnchangedHolders
Q1 20261,663$450.0K0.1%00.0%UnchangedHolders
Q4 20251,663$549.0K0.2%−24−1.4%ReducedHolders
Q3 20251,687$526.3K0.2%00.0%UnchangedHolders
Q2 20251,687$526.3K0.2%+67+4.1%AddedHolders
Q1 20251,620$848.5K0.3%+38+2.4%AddedHolders
Q4 20241,582$800.3K0.3%+128+8.8%AddedHolders
Q3 20241,454$850.1K0.4%00.0%UnchangedHolders
Q2 20241,454$740.5K0.4%+21+1.5%AddedHolders
Q1 20241,433$708.9K0.4%+1+0.1%AddedHolders
Q4 20231,432$753.9K0.4%+1+0.1%AddedHolders
Q3 20231,431$721.5K0.5%+2+0.1%AddedHolders
Q2 20231,429$686.8K0.5%+1,429NewHolders