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Cyr Financial’s UnitedHealth UNH Stock Holding History

Cyr Financial’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
-2,192
Closed -$757K – 72
2025
Q3 		$757K Buy
2,192
+250
+13% +$75.6K 0.52% 40
2025
Q2 		$606K Buy
1,942
+356
+22% +$136K 0.47% 40
2025
Q1 		$831K Buy
1,586
+71
+5% +$36.3K 0.74% 24
2024
Q4 		$766K Buy
1,515
+151
+11% +$85.8K 0.7% 27
2024
Q3 		$798K Buy
1,364
+22
+2% +$12.4K 0.74% 27
2024
Q2 		$683K Buy
+1,342
New +$658K 0.68% 33

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cyr Financial's UNH Position: Q4 2025 in Review

Cyr Financial sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 2,192 shares — an estimated $757K sold.

Cyr Financial first reported a position in UNH in Q2 2024 and held it in 6 quarters. The position peaked at $831K in Q1 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Cyr Financial reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Cyr Financial sold 2,192 UnitedHealth shares in Q4 2025, an estimated $757K.
  • Cyr Financial first reported a position in UnitedHealth in Q2 2024 and held it in 6 quarters.
  • Cyr Financial's UnitedHealth position peaked at $831K in Q1 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Cyr Financial's 13F filing for Q4 2025, filed 16 Jan 2026.