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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cercano Management's UNH Position: Q1 2026 in Review

Cercano Management held its UnitedHealth (UNH) position steady in Q1 2026 at 90,927 shares worth $24.6M. The position accounts for 1.06% of the portfolio, ranked #25.

Cercano Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $81.8M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cercano Management held 90,927 shares of UnitedHealth worth $24.6M as of Q1 2026.
Cercano Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 1.06% of Cercano Management's portfolio in Q1 2026, its #25 holding.
Cercano Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Cercano Management's UnitedHealth position peaked at $81.8M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.