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
Q1 		$379K Buy
+1,400
New +$417K ﹤0.01% 2455

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

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.