Cerity Partners
UNH icon

Cerity Partners’s UnitedHealth UNH Stock Holding History

Cerity Partners’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 		$582K Hold
1,400
– – ﹤0.01% 2338
2026
Q1 		$379K Buy
+1,400
New +$417K ﹤0.01% 2455

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

Cerity Partners's UNH Position: Q2 2026 in Review

Cerity Partners increased its UnitedHealth (UNH) stake by 6.2% in Q2 2026, buying an estimated $7.23M and bringing the position to 333,274 shares worth $139M. The position accounts for 0.17% of the portfolio, ranked #120.

Cerity Partners first reported a position in UNH in Q4 2016 and has held it in 39 quarters since. The position peaked at $296M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cerity Partners held 333,274 shares of UnitedHealth worth $139M as of Q2 2026.
  • Cerity Partners bought 19,512 UnitedHealth shares in Q2 2026, an estimated $7.23M.
  • UnitedHealth made up 0.17% of Cerity Partners's portfolio in Q2 2026, its #120 holding.
  • Cerity Partners first reported a position in UnitedHealth in Q4 2016 and has held it in 39 quarters since.
  • Cerity Partners's UnitedHealth position peaked at $296M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.