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Cynosure Group’s UnitedHealth UNH Stock Holding History

Cynosure Group’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 		– Sell
-1,220
Closed -$403K – 457
2025
Q4 		$403K Sell
1,220
-274
-18% -$92.9K 0.04% 363
2025
Q3 		$516K Sell
1,494
-7,604
-84% -$2.3M 0.06% 171
2025
Q2 		$2.84M Buy
9,098
+8,354
+1,123% +$3.19M 0.32% 38
2025
Q1 		$390K Buy
744
+157
+27% +$80.3K 0.05% 164
2024
Q4 		$297K Sell
587
-310
-35% -$176K 0.04% 259
2024
Q3 		$525K Sell
897
-1,404
-61% -$794K 0.08% 148
2024
Q2 		$1.17M Buy
2,301
+253
+12% +$124K 0.19% 69
2024
Q1 		$1.01M Sell
2,048
-5,475
-73% -$2.78M 0.18% 63
2023
Q4 		$3.96M Buy
7,523
+3,746
+99% +$2M 0.71% 31
2023
Q3 		$1.9M Buy
3,777
+16
+0.4% +$7.87K 0.58% 46
2023
Q2 		$1.81M Buy
+3,761
New +$1.84M 0.54% 47

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

Cynosure Group's UNH Position: Q1 2026 in Review

Cynosure Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,220 shares — an estimated $403K sold.

Cynosure Group first reported a position in UNH in Q2 2023 and held it in 11 quarters. The position peaked at $3.96M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cynosure Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 1,220 UnitedHealth shares in Q1 2026, an estimated $403K.
  • Cynosure Group first reported a position in UnitedHealth in Q2 2023 and held it in 11 quarters.
  • Cynosure Group's UnitedHealth position peaked at $3.96M in Q4 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.