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Cercano Management’s UnitedHealth UNH Stock Holding History

Cercano Management’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
Q2 		$919K Sell
2,211
-88,716
-98% -$32.9M 0.12% 71
2026
Q1 		$24.6M Hold
90,927
– – 1.06% 25
2025
Q4 		$30M Buy
90,927
+14,312
+19% +$4.85M 1.14% 17
2025
Q3 		$26.5M Sell
76,615
-70,893
-48% -$21.4M 1.01% 19
2025
Q2 		$46M Sell
147,508
-1,536
-1% -$587K 1.31% 18
2025
Q1 		$78.1M Buy
149,044
+9,207
+7% +$4.71M 2.29% 15
2024
Q4 		$70.7M Hold
139,837
– – 1.8% 17
2024
Q3 		$81.8M Buy
139,837
+2,211
+2% +$1.25M 1.96% 13
2024
Q2 		$70.1M Buy
137,626
+16,488
+14% +$8.08M 1.87% 12
2024
Q1 		$59.9M Buy
121,138
+16,953
+16% +$8.62M 1.67% 14
2023
Q4 		$54.9M Hold
104,185
– – 1.81% 10
2023
Q3 		$52.5M Hold
104,185
– – 1.87% 11
2023
Q2 		$50.1M Hold
104,185
– – 1.74% 12
2023
Q1 		$49.2M Hold
104,185
– – 1.97% 10
2022
Q4 		$55.2M Buy
+104,185
New +$55.2M 2.25% 7

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cercano Management's UNH Position: Q2 2026 in Review

Cercano Management reduced its UnitedHealth (UNH) stake by 98% in Q2 2026, selling an estimated $32.9M and leaving 2,211 shares worth $919K. The position accounts for 0.12% of the portfolio, ranked #71.

Cercano Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.8M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cercano Management held 2,211 shares of UnitedHealth worth $919K as of Q2 2026.
  • Cercano Management sold 88,716 UnitedHealth shares in Q2 2026, an estimated $32.9M.
  • UnitedHealth made up 0.12% of Cercano Management's portfolio in Q2 2026, its #71 holding.
  • Cercano Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Cercano Management's UnitedHealth position peaked at $81.8M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.