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Cercano Management LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cercano Management LLC on UNH, newest first. How the timeline and the estimate are built.

Cercano Management LLC held 2,211 UNH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,211 shares
    Change vs previous 13F -88,716 shares

    0.12% of the 13F portfolio, value $918,958.

    13F-HR/A 0001062993-26-004352 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,927 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $24,603,937.

    13F-HR 0001062993-26-002563 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,927 shares
    Change vs previous 13F +14,312 shares

    1.14% of the 13F portfolio, value $30,015,912.

    13F-HR 0001062993-26-000745 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 76,615 shares
    Change vs previous 13F -70,893 shares

    1.02% of the 13F portfolio, value $26,455,160.

    13F-HR 0001062993-25-016553 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 147,508 shares
    Change vs previous 13F -1,536 shares

    1.31% of the 13F portfolio, value $46,018,071.

    13F-HR 0001062993-25-013989 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 149,044 shares
    Change vs previous 13F +9,207 shares

    2.29% of the 13F portfolio, value $78,061,795.

    13F-HR 0001936416-25-000006 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 139,837 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $70,737,945.

    13F-HR 0001936416-25-000004 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,837 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $81,759,897.

    13F-HR 0001936416-24-000017 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).