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Ceera Investments’s UnitedHealth UNH Stock Holding History

Ceera Investments’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.45M Sell
16,436
-1,578
-9% -$470K 1.95% 13
2025
Q4 		$5.95M Sell
18,014
-1,015
-5% -$344K 2.3% 8
2025
Q3 		$6.57M Buy
+19,029
New +$5.76M 2.05% 11

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ceera Investments's UNH Position: Q1 2026 in Review

Ceera Investments reduced its UnitedHealth (UNH) stake by 8.8% in Q1 2026, selling an estimated $470K and leaving 16,436 shares worth $4.45M. The position accounts for 1.95% of the portfolio, ranked #13.

Ceera Investments first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.57M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ceera Investments held 16,436 shares of UnitedHealth worth $4.45M as of Q1 2026.
  • Ceera Investments sold 1,578 UnitedHealth shares in Q1 2026, an estimated $470K.
  • UnitedHealth made up 1.95% of Ceera Investments's portfolio in Q1 2026, its #13 holding.
  • Ceera Investments first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Ceera Investments's UnitedHealth position peaked at $6.57M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.