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
2025
Q4 		– Sell
-143
Closed -$298K – 1226
2025
Q3 		$298K Sell
143
-60
-30% -$18.1K ﹤0.01% 621
2025
Q2 		$258K Buy
203
+107
+111% +$40.9K ﹤0.01% 656
2025
Q1 		$249K Buy
96
+56
+140% +$28.6K ﹤0.01% 672
2024
Q4 		$35K Buy
+40
New +$22.7K ﹤0.01% 1087

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. 3,023 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.
  • 3,023 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.