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Ameritas Investment Partners’s UnitedHealth UNH Stock Holding History

Ameritas Investment Partners’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
Q1 		$4.12M Sell
15,219
-101
-0.7% -$30.1K 0.13% 139
2025
Q4 		$5.06M Sell
15,320
-1,308
-8% -$443K 0.15% 106
2025
Q3 		$5.74M Sell
16,628
-686
-4% -$207K 0.18% 89
2025
Q2 		$5.4M Buy
17,314
+47
+0.3% +$18K 0.17% 86
2025
Q1 		$9.04M Buy
17,267
+6
+0% +$3.07K 0.31% 47
2024
Q4 		$8.73M Sell
17,261
-338
-2% -$192K 0.28% 46
2024
Q3 		$10.3M Sell
17,599
-2,533
-13% -$1.43M 0.34% 41
2024
Q2 		$10.3M Sell
20,132
-246
-1% -$121K 0.35% 37
2024
Q1 		$10.1M Sell
20,378
-1,002
-5% -$509K 0.35% 38
2023
Q4 		$11.3M Sell
21,380
-922
-4% -$492K 0.41% 32
2023
Q3 		$11.2M Sell
22,302
-1,663
-7% -$818K 0.45% 28
2023
Q2 		$11.5M Sell
23,965
-1,586
-6% -$776K 0.43% 26
2023
Q1 		$12.1M Sell
25,551
-1,356
-5% -$654K 0.48% 25
2022
Q4 		$13.8M Sell
26,907
-715
-3% -$379K 0.55% 18
2022
Q3 		$13.9M Buy
27,622
+161
+0.6% +$84.7K 0.62% 15
2022
Q2 		$14.1M Sell
27,461
-419
-2% -$210K 0.61% 17
2022
Q1 		$14.2M Sell
27,880
-453
-2% -$218K 0.51% 19
2021
Q4 		$14.2M Sell
28,333
-406
-1% -$184K 0.48% 19
2021
Q3 		$11.2M Buy
28,739
+163
+0.6% +$67.5K 0.41% 27
2021
Q2 		$11.4M Sell
28,576
-610
-2% -$243K 0.41% 27
2021
Q1 		$10.6M Sell
29,186
-128
-0.4% -$44.4K 0.4% 32
2020
Q4 		$10.3M Sell
29,314
-889
-3% -$298K 0.47% 20
2020
Q3 		$9.41M Sell
30,203
-693
-2% -$213K 0.43% 28
2020
Q2 		$9.11M Sell
30,896
-498
-2% -$143K 0.43% 26
2020
Q1 		$7.83M Sell
31,394
-283
-0.9% -$77.9K 0.44% 28
2019
Q4 		$9.31M Buy
31,677
+839
+3% +$220K 0.41% 29
2019
Q3 		$6.7M Sell
30,838
-46
-0.1% -$11.1K 0.31% 41
2019
Q2 		$7.53M Sell
30,884
-347
-1% -$83.5K 0.34% 35
2019
Q1 		$7.72M Sell
31,231
-579
-2% -$148K 0.36% 34
2018
Q4 		$7.92M Sell
31,810
-171
-0.5% -$45.2K 0.43% 26
2018
Q3 		$8.51M Sell
31,981
-349
-1% -$90.8K 0.39% 22
2018
Q2 		$7.93M Sell
32,330
-2,141
-6% -$514K 0.38% 24
2018
Q1 		$7.38M Sell
34,471
-3,810
-10% -$870K 0.35% 30
2017
Q4 		$8.64M Buy
38,281
+102
+0.3% +$21.6K 0.39% 27
2017
Q3 		$7.54M Buy
38,179
+91
+0.2% +$17.6K 0.36% 37
2017
Q2 		$7.06M Sell
38,088
-211
-0.6% -$37K 0.34% 37
2017
Q1 		$6.28M Sell
38,299
-1,528
-4% -$250K 0.31% 43
2016
Q4 		$6.37M Buy
39,827
+5,330
+15% +$796K 0.32% 43
2016
Q3 		$4.83M Buy
34,497
+3,782
+12% +$530K 0.26% 51
2016
Q2 		$4.34M Buy
30,715
+3,723
+14% +$496K 0.28% 62
2016
Q1 		$3.48M Buy
26,992
+9,100
+51% +$1.08M 0.23% 81
2015
Q4 		$2.1M Hold
17,892
– – 0.14% 159
2015
Q3 		$2.08M Buy
17,892
+101
+0.6% +$12.1K 0.15% 160
2015
Q2 		$2.17M Hold
17,791
– – 0.14% 164
2015
Q1 		$2.1M Sell
17,791
-111
-0.6% -$12.3K 0.14% 170
2014
Q4 		$1.81M Sell
17,902
-174
-1% -$16.5K 0.12% 177
2014
Q3 		$1.56M Sell
18,076
-1,078
-6% -$91.1K 0.11% 204
2014
Q2 		$1.57M Sell
19,154
-393
-2% -$30.9K 0.11% 206
2014
Q1 		$1.6M Sell
19,547
-1,586
-8% -$119K 0.13% 202
2013
Q4 		$1.59M Sell
21,133
-386
-2% -$27.7K 0.13% 209
2013
Q3 		$1.54M Buy
+21,519
New +$1.54M 0.14% 187

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameritas Investment Partners's UNH Position: Q1 2026 in Review

Ameritas Investment Partners reduced its UnitedHealth (UNH) stake by 0.66% in Q1 2026, selling an estimated $30.1K and leaving 15,219 shares worth $4.12M. The position accounts for 0.13% of the portfolio, ranked #139.

Ameritas Investment Partners first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $14.2M in Q4 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ameritas Investment Partners held 15,219 shares of UnitedHealth worth $4.12M as of Q1 2026.
  • Ameritas Investment Partners sold 101 UnitedHealth shares in Q1 2026, an estimated $30.1K.
  • UnitedHealth made up 0.13% of Ameritas Investment Partners's portfolio in Q1 2026, its #139 holding.
  • Ameritas Investment Partners first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's UnitedHealth position peaked at $14.2M in Q4 2021.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.