Cerity Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $84.9M | Buy |
313,762
+47,421
| +18% | +$14.1M | 0.12% | 160 |
|
|
2025
Q4 | $87.9M | Buy |
266,341
+2,377
| +0.9% | +$806K | 0.13% | 150 |
|
|
2025
Q3 | $91.1M | Sell |
263,964
-43,468
| -14% | -$13.1M | 0.15% | 142 |
|
|
2025
Q2 | $95.9M | Sell |
307,432
-135,627
| -31% | -$51.8M | 0.17% | 126 |
|
|
2025
Q1 | $232M | Sell |
443,059
-33,933
| -7% | -$17.3M | 0.47% | 38 |
|
|
2024
Q4 | $247M | Sell |
476,992
-30,085
| -6% | -$17.1M | 0.54% | 30 |
|
|
2024
Q3 | $296M | Buy |
507,077
+62,493
| +14% | +$35.3M | 0.66% | 25 |
|
|
2024
Q2 | $226M | Buy |
444,584
+48,400
| +12% | +$23.7M | 0.6% | 26 |
|
|
2024
Q1 | $196M | Sell |
396,184
-19,519
| -5% | -$9.92M | 0.52% | 34 |
|
|
2023
Q4 | $219M | Buy |
415,703
+77,908
| +23% | +$41.6M | 0.72% | 24 |
|
|
2023
Q3 | $170M | Sell |
337,795
-60,167
| -15% | -$29.6M | 0.83% | 23 |
|
|
2023
Q2 | $191M | Buy |
397,962
+12,748
| +3% | +$6.23M | 0.74% | 22 |
|
|
2023
Q1 | $186M | Buy |
385,214
+6,786
| +2% | +$3.27M | 0.44% | 30 |
|
|
2022
Q4 | $202M | Buy |
378,428
+260,112
| +220% | +$138M | 1.29% | 9 |
|
|
2022
Q3 | $59.8M | Sell |
118,316
-5,679
| -5% | -$2.99M | 0.72% | 22 |
|
|
2022
Q2 | $63.7M | Buy |
123,995
+44,702
| +56% | +$22.4M | 0.7% | 22 |
|
|
2022
Q1 | $39.5M | Buy |
79,293
+70,367
| +788% | +$33.9M | 0.61% | 34 |
|
|
2021
Q4 | $37.7M | Sell |
8,926
-57,363
| -87% | -$26M | 0.57% | 32 |
|
|
2021
Q3 | $25.9M | Buy |
66,289
+762
| +1% | +$316K | 0.57% | 36 |
|
|
2021
Q2 | $26.2M | Sell |
65,527
-8,792
| -12% | -$3.51M | 0.57% | 35 |
|
|
2021
Q1 | $27.7M | Buy |
74,319
+34,333
| +86% | +$11.9M | 0.66% | 30 |
|
|
2020
Q4 | $14M | Buy |
39,986
+771
| +2% | +$258K | 0.45% | 45 |
|
|
2020
Q3 | $12.2M | Buy |
39,215
+24,956
| +175% | +$7.67M | 0.5% | 40 |
|
|
2020
Q2 | $4.21M | Sell |
14,259
-174
| -1% | -$49.9K | 0.23% | 91 |
|
|
2020
Q1 | $3.6M | Buy |
14,433
+1,101
| +8% | +$303K | 0.23% | 83 |
|
|
2019
Q4 | $3.92M | Sell |
13,332
-11,261
| -46% | -$2.95M | 0.2% | 94 |
|
|
2019
Q3 | $5.34M | Buy |
24,593
+3,976
| +19% | +$959K | 0.31% | 73 |
|
|
2019
Q2 | $5.03M | Sell |
20,617
-2,797
| -12% | -$673K | 0.32% | 78 |
|
|
2019
Q1 | $5.79M | Sell |
23,414
-14,942
| -39% | -$3.81M | 0.39% | 54 |
|
|
2018
Q4 | $9.55M | Buy |
38,356
+3,881
| +11% | +$1.03M | 0.64% | 30 |
|
|
2018
Q3 | $9.17M | Sell |
34,475
-33
| -0.1% | -$8.58K | 0.64% | 32 |
|
|
2018
Q2 | $8.47M | Sell |
34,508
-3,099
| -8% | -$744K | 0.63% | 31 |
|
|
2018
Q1 | $8.05M | Buy |
37,607
+2,485
| +7% | +$568K | 0.62% | 35 |
|
|
2017
Q4 | $7.74M | Sell |
35,122
-2,425
| -6% | -$514K | 0.52% | 35 |
|
|
2017
Q3 | $7.35M | Sell |
37,547
-3,939
| -9% | -$761K | 0.52% | 36 |
|
|
2017
Q2 | $7.69M | Buy |
41,486
+3,016
| +8% | +$529K | 0.64% | 29 |
|
|
2017
Q1 | $6.31M | Buy |
38,470
+35,345
| +1,131% | +$5.79M | 0.53% | 30 |
|
|
2016
Q4 | $500K | Buy |
+3,125
| New | +$467K | 0.69% | 36 |
|
Other funds holding UNH
VCM
VPM
Cerity Partners's UNH Position: Q1 2026 in Review
Cerity Partners increased its UnitedHealth (UNH) stake by 18% in Q1 2026, buying an estimated $14.1M and bringing the position to 313,762 shares worth $84.9M. The position accounts for 0.12% of the portfolio, ranked #160.
Cerity Partners first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $296M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Cerity Partners held 313,762 shares of UnitedHealth worth $84.9M as of Q1 2026.
- Cerity Partners bought 47,421 UnitedHealth shares in Q1 2026, an estimated $14.1M.
- UnitedHealth made up 0.12% of Cerity Partners's portfolio in Q1 2026, its #160 holding.
- Cerity Partners first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
- Cerity Partners's UnitedHealth position peaked at $296M in Q3 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.