Ameritas Advisory Services’s UnitedHealth UNH Stock Holding History

Ameritas Advisory Services’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 Q2	$4.1M	Buy	9,856 +451	+5%	+$167K	0.08%	227
2026 Q1	$2.54M	Buy	9,405 +2,329	+33%	+$694K	0.1%	192
2025 Q4	$2.34M	Buy	7,076 +1,236	+21%	+$419K	0.09%	201
2025 Q3	$2.02M	Buy	5,840 +1,558	+36%	+$471K	0.13%	140
2025 Q2	$1.34M	Sell	4,282 -4,831	-53%	-$1.85M	0.07%	282
2025 Q1	$4.66M	Sell	9,113 -65	-0.7%	-$33.2K	0.19%	122
2024 Q4	$4.64M	Sell	9,178 -703	-7%	-$399K	0.16%	129
2024 Q3	$5.78M	Buy	9,881 +83	+0.8%	+$46.9K	0.25%	92
2024 Q2	$4.99M	Buy	9,798 +116	+1%	+$56.9K	0.19%	110
2024 Q1	$4.78M	Sell	9,682 -1,090	-10%	-$554K	0.2%	102
2023 Q4	$5.6M	Buy	10,772 +97	+0.9%	+$51.7K	0.31%	72
2023 Q3	$5.63M	Buy	10,675 +4,268	+67%	+$2.1M	0.28%	72
2023 Q2	$2.96M	Sell	6,407 -4,306	-40%	-$2.11M	0.38%	55
2023 Q1	$5.13M	Sell	10,713 -4,458	-29%	-$2.15M	0.26%	81
2022 Q4	$8.04M	Buy	15,171 +6,174	+69%	+$3.27M	0.37%	53
2022 Q3	$4.54M	Buy	8,997 +337	+4%	+$177K	0.27%	81
2022 Q2	$4.45M	Buy	8,660 +992	+13%	+$498K	0.26%	82
2022 Q1	$3.91M	Buy	7,668 +686	+10%	+$331K	0.14%	117
2021 Q4	$3.51M	Buy	+6,982	New	+$3.16M	0.13%	135

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameritas Advisory Services's UNH Position: Q2 2026 in Review

Ameritas Advisory Services increased its UnitedHealth (UNH) stake by 4.8% in Q2 2026, buying an estimated $167K and bringing the position to 9,856 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #227.

Ameritas Advisory Services first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.04M in Q4 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Ameritas Advisory Services held 9,856 shares of UnitedHealth worth $4.1M as of Q2 2026.
Ameritas Advisory Services bought 451 UnitedHealth shares in Q2 2026, an estimated $167K.
UnitedHealth made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #227 holding.
Ameritas Advisory Services first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's UnitedHealth position peaked at $8.04M in Q4 2022.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.