CIBC Private Wealth Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $315M | Sell |
955,375
-65,547
| -6% | -$22.2M | 0.53% | 44 |
|
|
2025
Q3 | $353M | Sell |
1,020,922
-22,678
| -2% | -$6.86M | 0.6% | 37 |
|
|
2025
Q2 | $326M | Sell |
1,043,600
-391,839
| -27% | -$150M | 0.58% | 45 |
|
|
2025
Q1 | $794M | Sell |
1,435,439
-3,299
| -0.2% | -$1.69M | 1.68% | 8 |
|
|
2024
Q4 | $755M | Sell |
1,438,738
-43,985
| -3% | -$25M | 1.37% | 11 |
|
|
2024
Q3 | $867M | Sell |
1,482,723
-13,779
| -0.9% | -$7.79M | 1.55% | 8 |
|
|
2024
Q2 | $732M | Sell |
1,496,502
-34,960
| -2% | -$17.1M | 1.37% | 9 |
|
|
2024
Q1 | $750M | Buy |
1,531,462
+85,529
| +6% | +$43.5M | 1.47% | 8 |
|
|
2023
Q4 | $761M | Sell |
1,445,933
-33,954
| -2% | -$18.1M | 1.61% | 7 |
|
|
2023
Q3 | $746M | Sell |
1,479,887
-44,348
| -3% | -$21.8M | 1.77% | 7 |
|
|
2023
Q2 | $733M | Sell |
1,524,235
-1,370
| -0.1% | -$670K | 1.6% | 6 |
|
|
2023
Q1 | $322M | Sell |
1,525,605
-18,915
| -1% | -$9.13M | 0.71% | 31 |
|
|
2022
Q4 | $754M | Buy |
1,544,520
+52,161
| +3% | +$27.6M | 2.53% | 4 |
|
|
2022
Q3 | $754M | Buy |
1,492,359
+16,939
| +1% | +$8.91M | 2.03% | 5 |
|
|
2022
Q2 | $758M | Sell |
1,475,420
-180
| -0% | -$90.4K | 1.97% | 5 |
|
|
2022
Q1 | $753M | Buy |
1,475,600
+24,166
| +2% | +$11.7M | 1.64% | 8 |
|
|
2021
Q4 | $729M | Buy |
1,451,434
+10,305
| +0.7% | +$4.66M | 1.51% | 10 |
|
|
2021
Q3 | $563M | Sell |
1,441,129
-82,418
| -5% | -$34.1M | 1.31% | 11 |
|
|
2021
Q2 | $610M | Buy |
1,523,547
+24
| +0% | +$9.57K | 1.4% | 10 |
|
|
2021
Q1 | $567M | Sell |
1,523,523
-80,875
| -5% | -$28M | 1.43% | 10 |
|
|
2020
Q4 | $563M | Buy |
1,604,398
+25,264
| +2% | +$8.47M | 1.49% | 8 |
|
|
2020
Q3 | $492M | Buy |
1,579,134
+321,008
| +26% | +$98.6M | 1.51% | 6 |
|
|
2020
Q2 | $371M | Sell |
1,258,126
-128,152
| -9% | -$36.7M | 1.8% | 6 |
|
|
2020
Q1 | $346M | Buy |
1,386,278
+146,233
| +12% | +$40.2M | 1.48% | 9 |
|
|
2019
Q4 | $365M | Sell |
1,240,045
-11,831
| -0.9% | -$3.1M | 1.19% | 13 |
|
|
2019
Q3 | $272M | Sell |
1,251,876
-13,209
| -1% | -$3.19M | 0.96% | 26 |
|
|
2019
Q2 | $309M | Buy |
1,265,085
+172,484
| +16% | +$41.5M | 1.08% | 17 |
|
|
2019
Q1 | $270M | Buy |
1,092,601
+14,164
| +1% | +$3.61M | 1.04% | 16 |
|
|
2018
Q4 | $269M | Buy |
1,078,437
+12,279
| +1% | +$3.24M | 1.2% | 11 |
|
|
2018
Q3 | $284M | Buy |
1,066,158
+36,757
| +4% | +$9.56M | 1.08% | 14 |
|
|
2018
Q2 | $253M | Buy |
1,029,401
+23,276
| +2% | +$5.59M | 1.03% | 15 |
|
|
2018
Q1 | $215M | Buy |
1,006,125
+23,881
| +2% | +$5.45M | 0.94% | 19 |
|
|
2017
Q4 | $217M | Sell |
982,244
-20,662
| -2% | -$4.38M | 0.92% | 22 |
|
|
2017
Q3 | $196M | Buy |
1,002,906
+10,836
| +1% | +$2.09M | 0.9% | 24 |
|
|
2017
Q2 | $184M | Sell |
992,070
-1,696
| -0.2% | -$297K | 1.15% | 20 |
|
|
2017
Q1 | $163M | Sell |
993,766
-99,126
| -9% | -$16.2M | 1.02% | 26 |
|
|
2016
Q4 | $175M | Buy |
1,092,892
+10,482
| +1% | +$1.57M | 1.16% | 23 |
|
|
2016
Q3 | $152M | Buy |
1,082,410
+19,145
| +2% | +$2.68M | 1.05% | 24 |
|
|
2016
Q2 | $150M | Buy |
1,063,265
+17,444
| +2% | +$2.33M | 1.1% | 22 |
|
|
2016
Q1 | $135M | Buy |
1,045,821
+35,654
| +4% | +$4.22M | 1.04% | 25 |
|
|
2015
Q4 | $119M | Buy |
1,010,167
+18,461
| +2% | +$2.16M | 0.93% | 33 |
|
|
2015
Q3 | $115M | Sell |
991,706
-144,224
| -13% | -$17.3M | 0.95% | 33 |
|
|
2015
Q2 | $139M | Buy |
1,135,930
+4,308
| +0.4% | +$510K | 1.01% | 25 |
|
|
2015
Q1 | $134M | Buy |
1,131,622
+9,655
| +0.9% | +$1.07M | 0.99% | 22 |
|
|
2014
Q4 | $113M | Buy |
1,121,967
+4,736
| +0.4% | +$449K | 0.87% | 32 |
|
|
2014
Q3 | $96.4M | Sell |
1,117,231
-6,264
| -0.6% | -$529K | 0.76% | 39 |
|
|
2014
Q2 | $91.8M | Buy |
1,123,495
+6,409
| +0.6% | +$504K | 0.75% | 36 |
|
|
2014
Q1 | $91.2M | Buy |
+1,117,086
| New | +$84.1M | 0.78% | 32 |
|
Other funds holding UNH
CIBC Private Wealth Group's UNH Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its UnitedHealth (UNH) stake by 6.4% in Q4 2025, selling an estimated $22.2M and leaving 955,375 shares worth $315M. The position accounts for 0.53% of the portfolio, ranked #44.
CIBC Private Wealth Group first reported a position in UNH in Q1 2014 and has held it in 48 quarters since. The position peaked at $867M in Q3 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.
- CIBC Private Wealth Group held 955,375 shares of UnitedHealth worth $315M as of Q4 2025.
- CIBC Private Wealth Group sold 65,547 UnitedHealth shares in Q4 2025, an estimated $22.2M.
- UnitedHealth made up 0.53% of CIBC Private Wealth Group's portfolio in Q4 2025, its #44 holding.
- CIBC Private Wealth Group first reported a position in UnitedHealth in Q1 2014 and has held it in 48 quarters since.
- CIBC Private Wealth Group's UnitedHealth position peaked at $867M in Q3 2024.
- 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.