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Clark Capital Management Group, Inc.: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clark Capital Management Group, Inc. on UNH, newest first. How the timeline and the estimate are built.

Clark Capital Management Group, Inc. held 246,049 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,049 shares
    Change vs previous 13F +63,624 shares

    0.56% of the 13F portfolio, value $102,265,250.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 182,425 shares
    Change vs previous 13F -24,021 shares

    0.3% of the 13F portfolio, value $49,362,364.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 206,446 shares
    Change vs previous 13F +199,243 shares

    0.42% of the 13F portfolio, value $68,150,016.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,203 shares
    Change vs previous 13F -136,269 shares

    0.02% of the 13F portfolio, value $2,487,304.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,472 shares
    Change vs previous 13F -90,268 shares

    0.31% of the 13F portfolio, value $44,759,019.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 233,740 shares
    Change vs previous 13F +9,533 shares

    0.88% of the 13F portfolio, value $122,421,465.

    13F-HR 0001398344-25-009622 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 224,207 shares
    Change vs previous 13F -13,619 shares

    0.79% of the 13F portfolio, value $113,417,588.

    13F-HR 0001398344-25-002780 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 237,826 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $139,051,970.

    13F-HR 0001398344-24-020717 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).