UNH UNITEDHEALTH GROUP INC

Ownership history in Cercano Management LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Cercano Management LLC reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.29% (2025 Q1)
Avg. % of fund
1.74%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 90,927 +14,312 +18.7% 1.14% $30.0M $327.56
2025 Q3 REDUCED 76,615 -70,893 -48.1% 1.01% $26.5M $340.35
2025 Q2 REDUCED 147,508 -1,536 -1.0% 1.31% $46.0M $305.57
2025 Q1 ADDED 149,044 +9,207 +6.6% 2.29% $78.1M $509.39
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% of Fund (quarterly)    UNH price (monthly, adj. close)
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