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Cetera Advisor Networks’s UnitedHealth UNH Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$66.4M Sell
134,193
-7,341
-5% -$3.73M 0.33% 63
2023
Q4 		$74.5M Buy
141,534
+5,495
+4% +$2.93M 0.41% 40
2023
Q3 		$68.6M Buy
136,039
+6,769
+5% +$3.33M 0.43% 38
2023
Q2 		$62.1M Sell
129,270
-520
-0.4% -$254K 0.43% 37
2023
Q1 		$61.3M Buy
129,790
+7,624
+6% +$3.68M 0.45% 35
2022
Q4 		$64.8M Buy
122,166
+40,519
+50% +$21.5M 0.52% 25
2022
Q3 		$41.2M Buy
81,647
+7,078
+9% +$3.72M 0.51% 23
2022
Q2 		$38.3M Buy
74,569
+8,040
+12% +$4.04M 0.49% 29
2022
Q1 		$33.9M Buy
66,529
+5,065
+8% +$2.44M 0.41% 40
2021
Q4 		$30.9M Buy
61,464
+1,720
+3% +$779K 0.38% 48
2021
Q3 		$23.3M Buy
59,744
+5,783
+11% +$2.4M 0.32% 64
2021
Q2 		$21.6M Buy
53,961
+21,015
+64% +$8.38M 0.3% 63
2021
Q1 		$12.3M Buy
32,946
+1,633
+5% +$566K 0.26% 98
2020
Q4 		$11M Buy
31,313
+1,244
+4% +$417K 0.25% 101
2020
Q3 		$9.37M Buy
30,069
+1,461
+5% +$449K 0.24% 101
2020
Q2 		$8.44M Buy
28,608
+632
+2% +$181K 0.22% 104
2020
Q1 		$6.98M Sell
27,976
-15,751
-36% -$4.33M 0.23% 99
2019
Q4 		$12.9M Buy
43,727
+3,670
+9% +$960K 0.34% 61
2019
Q3 		$8.7M Sell
40,057
-2,365
-6% -$571K 0.26% 77
2019
Q2 		$10.3M Buy
42,422
+16,480
+64% +$3.96M 0.32% 68
2019
Q1 		$6.41M Buy
25,942
+4,718
+22% +$1.2M 0.21% 105
2018
Q4 		$5.28M Buy
21,224
+409
+2% +$108K 0.2% 105
2018
Q3 		$5.54M Buy
+20,815
New +$5.41M 0.19% 107
2018
Q2 		– Sell
-16,835
Closed -$3.6M – 923
2018
Q1 		$3.6M Sell
16,835
-2,540
-13% -$580K 0.16% 136
2017
Q4 		$4.27M Buy
19,375
+3,113
+19% +$660K 0.18% 125
2017
Q3 		$3.19M Sell
16,262
-399
-2% -$77.1K 0.15% 147
2017
Q2 		$3.09M Buy
16,661
+4,014
+32% +$704K 0.15% 147
2017
Q1 		$2.07M Sell
12,647
-1,201
-9% -$197K 0.1% 195
2016
Q4 		$2.21M Sell
13,848
-5,186
-27% -$775K 0.11% 175
2016
Q3 		$2.67M Buy
19,034
+7,170
+60% +$1M 0.1% 192
2016
Q2 		$1.68M Sell
11,864
-52
-0.4% -$6.93K 0.1% 205
2016
Q1 		$1.53M Buy
11,916
+999
+9% +$118K 0.1% 207
2015
Q4 		$1.29M Sell
10,917
-327
-3% -$38.2K 0.08% 227
2015
Q3 		$1.31M Buy
11,244
+1,860
+20% +$223K 0.09% 226
2015
Q2 		$1.11M Hold
9,384
– – 0.07% 263
2015
Q1 		$1.11M Buy
9,384
+170
+2% +$18.9K 0.07% 264
2014
Q4 		$929K Buy
9,214
+937
+11% +$88.8K 0.07% 289
2014
Q3 		$718K Buy
8,277
+2,342
+39% +$198K 0.05% 352
2014
Q2 		$484K Buy
5,935
+657
+12% +$51.7K 0.03% 467
2014
Q1 		$432K Buy
5,278
+778
+17% +$58.6K 0.03% 488
2013
Q4 		$338K Buy
4,500
+704
+19% +$50.6K 0.03% 519
2013
Q3 		$272K Buy
3,796
+388
+11% +$27.8K 0.02% 513
2013
Q2 		$225K Buy
+3,408
New +$212K 0.02% 519

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisor Networks's UNH Position: Q1 2024 in Review

Cetera Advisor Networks reduced its UnitedHealth (UNH) stake by 5.2% in Q1 2024, selling an estimated $3.73M and leaving 134,193 shares worth $66.4M. The position accounts for 0.33% of the portfolio, ranked #63.

Cetera Advisor Networks first reported a position in UNH in Q2 2013 and has held it in 43 quarters since. The position peaked at $74.5M in Q4 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Cetera Advisor Networks held 134,193 shares of UnitedHealth worth $66.4M as of Q1 2024.
  • Cetera Advisor Networks sold 7,341 UnitedHealth shares in Q1 2024, an estimated $3.73M.
  • UnitedHealth made up 0.33% of Cetera Advisor Networks's portfolio in Q1 2024, its #63 holding.
  • Cetera Advisor Networks first reported a position in UnitedHealth in Q2 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's UnitedHealth position peaked at $74.5M in Q4 2023.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.