CI Investments Inc
UNH icon

CI Investments Inc’s UnitedHealth UNH Stock Holding History

CI Investments Inc’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 		$76.7M Sell
283,437
-480,706
-63% -$143M 0.37% 66
2025
Q4 		$252M Sell
764,143
-177,543
-19% -$60.2M 1.11% 18
2025
Q3 		$325M Buy
941,686
+151,475
+19% +$45.8M 1.18% 11
2025
Q2 		$247M Sell
790,211
-132,044
-14% -$50.5M 0.92% 16
2025
Q1 		$483M Sell
922,255
-69,053
-7% -$35.3M 2.04% 8
2024
Q4 		$501M Buy
991,308
+107,716
+12% +$61.2M 1.89% 9
2024
Q3 		$517M Buy
883,592
+90,235
+11% +$51M 1.97% 9
2024
Q2 		$404M Sell
793,357
-93,506
-11% -$45.8M 1.59% 11
2024
Q1 		$439M Sell
886,863
-123,679
-12% -$62.9M 1.74% 8
2023
Q4 		$532M Sell
1,010,542
-2,894
-0.3% -$1.54M 2.75% 4
2023
Q3 		$511M Buy
1,013,436
+127,067
+14% +$62.5M 2.85% 4
2023
Q2 		$426M Sell
886,369
-24,360
-3% -$11.9M 2.15% 6
2023
Q1 		$430M Sell
910,729
-57,004
-6% -$27.5M 2.17% 6
2022
Q4 		$513M Buy
967,733
+24,385
+3% +$12.9M 2.59% 3
2022
Q3 		$476M Sell
943,348
-48,404
-5% -$25.5M 2.47% 4
2022
Q2 		$509M Buy
991,752
+39,104
+4% +$19.6M 2.38% 5
2022
Q1 		$486M Buy
952,648
+214,611
+29% +$104M 1.79% 8
2021
Q4 		$370M Sell
738,037
-124,339
-14% -$56.3M 1.28% 15
2021
Q3 		$337M Sell
862,376
-16,392
-2% -$6.79M 1.25% 13
2021
Q2 		$352M Sell
878,768
-40,771
-4% -$16.3M 1.29% 12
2021
Q1 		$342M Buy
919,539
+22,266
+2% +$7.72M 1.44% 9
2020
Q4 		$315M Buy
897,273
+112,044
+14% +$37.6M 1.39% 12
2020
Q3 		$245M Sell
785,229
-269,826
-26% -$82.9M 1.22% 14
2020
Q2 		$311M Sell
1,055,055
-76,952
-7% -$22M 1.66% 10
2020
Q1 		$282M Buy
1,132,007
+311,063
+38% +$85.6M 1.71% 12
2019
Q4 		$241M Sell
820,944
-98,293
-11% -$25.7M 1.23% 16
2019
Q3 		$200M Buy
919,237
+74,487
+9% +$18M 1.03% 25
2019
Q2 		$205M Sell
844,750
-198,300
-19% -$47.7M 1.14% 23
2019
Q1 		$258M Sell
1,043,050
-69,876
-6% -$17.8M 1.45% 16
2018
Q4 		$277M Buy
1,112,926
+163,207
+17% +$43.1M 1.79% 9
2018
Q3 		$253M Buy
949,719
+52,023
+6% +$13.5M 1.89% 8
2018
Q2 		$220M Buy
897,696
+460,153
+105% +$110M 1.73% 11
2018
Q1 		$93.6M Sell
437,543
-364,021
-45% -$83.1M 1.08% 29
2017
Q4 		$177M Buy
801,564
+5,487
+0.7% +$1.16M 1.81% 14
2017
Q3 		$156M Sell
796,077
-51,173
-6% -$9.89M 1.52% 19
2017
Q2 		$157M Sell
847,250
-216,300
-20% -$37.9M 1.7% 16
2017
Q1 		$174M Buy
1,063,550
+11,800
+1% +$1.93M 1.98% 11
2016
Q4 		$168M Buy
1,051,750
+207,700
+25% +$31M 1.84% 13
2016
Q3 		$118M Buy
844,050
+98,750
+13% +$13.8M 1.29% 21
2016
Q2 		$105M Buy
745,300
+46,300
+7% +$6.17M 1.2% 21
2016
Q1 		$90.1M Sell
699,000
-28,400
-4% -$3.36M 1.15% 26
2015
Q4 		$85.6M Buy
727,400
+259,200
+55% +$30.3M 1.09% 30
2015
Q3 		$54.3M Buy
468,200
+166,800
+55% +$20M 0.71% 43
2015
Q2 		$36.8M Buy
301,400
+44,000
+17% +$5.2M 0.41% 68
2015
Q1 		$30.4M Buy
+257,400
New +$28.6M 0.32% 74

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

CI Investments Inc's UNH Position: Q1 2026 in Review

CI Investments Inc reduced its UnitedHealth (UNH) stake by 63% in Q1 2026, selling an estimated $143M and leaving 283,437 shares worth $76.7M. The position accounts for 0.37% of the portfolio, ranked #66.

CI Investments Inc first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $532M in Q4 2023. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CI Investments Inc held 283,437 shares of UnitedHealth worth $76.7M as of Q1 2026.
  • CI Investments Inc sold 480,706 UnitedHealth shares in Q1 2026, an estimated $143M.
  • UnitedHealth made up 0.37% of CI Investments Inc's portfolio in Q1 2026, its #66 holding.
  • CI Investments Inc first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
  • CI Investments Inc's UnitedHealth position peaked at $532M in Q4 2023.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.