Cetera Investment Advisers
UNH icon

Cetera Investment Advisers’s UnitedHealth UNH Stock Holding History

Cetera Investment Advisers’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 		$94.6M Buy
349,690
+9,163
+3% +$2.73M 0.1% 192
2025
Q4 		$112M Sell
340,527
-3,993
-1% -$1.35M 0.12% 147
2025
Q3 		$119M Buy
344,520
+81,272
+31% +$24.6M 0.14% 128
2025
Q2 		$82.1M Buy
263,248
+15,866
+6% +$6.06M 0.14% 147
2025
Q1 		$130M Buy
247,382
+20,804
+9% +$10.6M 0.25% 80
2024
Q4 		$115M Sell
226,578
-933
-0.4% -$530K 0.24% 80
2024
Q3 		$133M Buy
227,511
+2,376
+1% +$1.34M 0.29% 68
2024
Q2 		$115M Sell
225,135
-14,526
-6% -$7.12M 0.26% 72
2024
Q1 		$119M Buy
239,661
+170,417
+246% +$86.6M 0.28% 67
2023
Q4 		$36.5M Sell
69,244
-1,197
-2% -$638K 0.3% 62
2023
Q3 		$35.5M Sell
70,441
-2,375
-3% -$1.17M 0.31% 56
2023
Q2 		$35M Buy
72,816
+1,839
+3% +$899K 0.29% 57
2023
Q1 		$33.5M Sell
70,977
-726
-1% -$350K 0.29% 58
2022
Q4 		$38M Buy
71,703
+29,082
+68% +$15.4M 0.35% 50
2022
Q3 		$21.5M Sell
42,621
-8,557
-17% -$4.5M 0.43% 39
2022
Q2 		$26.3M Buy
51,178
+4,455
+10% +$2.24M 0.42% 42
2022
Q1 		$23.8M Buy
46,723
+2,526
+6% +$1.22M 0.34% 53
2021
Q4 		$22.2M Sell
44,197
-738
-2% -$334K 0.32% 54
2021
Q3 		$17.6M Sell
44,935
-1,522
-3% -$630K 0.28% 74
2021
Q2 		$18.6M Buy
46,457
+7,349
+19% +$2.93M 0.3% 68
2021
Q1 		$14.6M Sell
39,108
-4,162
-10% -$1.44M 0.29% 72
2020
Q4 		$15.2M Buy
43,270
+33,597
+347% +$11.3M 0.3% 69
2020
Q3 		$3.02M Sell
9,673
-308
-3% -$94.6K 0.25% 102
2020
Q2 		$2.94M Sell
9,981
-832
-8% -$238K 0.27% 95
2020
Q1 		$2.7M Buy
10,813
+680
+7% +$187K 0.33% 82
2019
Q4 		$2.98M Buy
10,133
+29
+0.3% +$7.59K 0.3% 92
2019
Q3 		$2.2M Buy
10,104
+646
+7% +$156K 0.27% 102
2019
Q2 		$2.31M Buy
9,458
+505
+6% +$121K 0.3% 87
2019
Q1 		$2.2M Sell
8,953
-151
-2% -$38.5K 0.31% 89
2018
Q4 		$2.25M Buy
9,104
+698
+8% +$184K 0.37% 77
2018
Q3 		$2.24M Buy
8,406
+1,504
+22% +$391K 0.32% 82
2018
Q2 		$1.69M Buy
6,902
+2,471
+56% +$593K 0.3% 91
2018
Q1 		$945K Buy
4,431
+252
+6% +$57.6K 0.18% 150
2017
Q4 		$919K Buy
4,179
+201
+5% +$42.6K 0.17% 159
2017
Q3 		$784K Buy
3,978
+775
+24% +$150K 0.17% 169
2017
Q2 		$597K Sell
3,203
-2
-0.1% -$351 0.15% 184
2017
Q1 		$525K Buy
3,205
+852
+36% +$140K 0.14% 184
2016
Q4 		$376K Buy
2,353
+369
+19% +$55.1K 0.13% 210
2016
Q3 		$279K Buy
+1,984
New +$278K 0.12% 208

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

Cetera Investment Advisers's UNH Position: Q1 2026 in Review

Cetera Investment Advisers increased its UnitedHealth (UNH) stake by 2.7% in Q1 2026, buying an estimated $2.73M and bringing the position to 349,690 shares worth $94.6M. The position accounts for 0.1% of the portfolio, ranked #192.

Cetera Investment Advisers first reported a position in UNH in Q3 2016 and has held it in 39 quarters since. The position peaked at $133M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cetera Investment Advisers held 349,690 shares of UnitedHealth worth $94.6M as of Q1 2026.
  • Cetera Investment Advisers bought 9,163 UnitedHealth shares in Q1 2026, an estimated $2.73M.
  • UnitedHealth made up 0.1% of Cetera Investment Advisers's portfolio in Q1 2026, its #192 holding.
  • Cetera Investment Advisers first reported a position in UnitedHealth in Q3 2016 and has held it in 39 quarters since.
  • Cetera Investment Advisers's UnitedHealth position peaked at $133M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.