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Cerity Partners LLC

Position in UNH — Unitedhealth Group Inc

CIK 1566475 NEW YORK, NY

Position in UNH

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$84,900,858
-$3,020,967 QoQ
Shares Held
313,762
+17.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 51% Shared 19% None 30%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
PutValue
$378,826
PutShares
1,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Mar 31, 2026

Cerity Partners LLC holds $232,012,691 across 10 Healthcare Plans names. UNH ranks #1 (36.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
313,762 $84,900,858

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $378,826 1,400
2026-03-31 $84,900,858 313,762
2025-12-31 $87,921,825 266,341
2025-09-30 $91,146,769 263,964
2025-06-30 $95,909,561 307,432
2025-03-31 $232,052,151 443,059
2024-12-31 $241,291,173 476,992
2024-09-30 $296,477,780 507,077
2024-06-30 $226,408,847 444,584
2024-03-31 $195,992,224 396,184
2023-12-31 $218,855,158 415,703
2023-09-30 $170,312,861 337,795
2023-06-30 $191,276,455 397,962
2023-03-31 $182,048,284 385,214
2022-12-31 $200,634,957 378,428
2022-09-30 $59,754,312 118,316
2022-06-30 $63,687,551 123,995
2022-03-31 $40,437,051 79,293
2021-12-31 $4,482,101 8,926
2021-09-30 $25,901,763 66,289
2021-06-30 $26,239,631 65,527
2021-03-31 $27,651,870 74,319
2020-12-31 $14,022,290 39,986
2020-09-30 $12,226,060 39,215
2020-06-30 $4,205,692 14,259
2020-03-31 $3,599,301 14,433