Cetera Advisors’s UnitedHealth UNH Stock Holding History

Cetera Advisors’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
2022 Q3	–	Sell	-800	Closed	-$16K	–	1456
2022 Q2	$16K	Buy	+800	New	+$402K	﹤0.01%	1348

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Advisors's UNH Position: Q1 2024 in Review

Cetera Advisors increased its UnitedHealth (UNH) stake by 75% in Q1 2024, buying an estimated $14.6M and bringing the position to 67,247 shares worth $33.3M. The position accounts for 0.26% of the portfolio, ranked #80.

Cetera Advisors first reported a position in UNH in Q2 2013 and has held it in 44 quarters since. 3,381 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Cetera Advisors held 67,247 shares of UnitedHealth worth $33.3M as of Q1 2024.
Cetera Advisors bought 28,718 UnitedHealth shares in Q1 2024, an estimated $14.6M.
UnitedHealth made up 0.26% of Cetera Advisors's portfolio in Q1 2024, its #80 holding.
Cetera Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 44 quarters since.
3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

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