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 		$34.6K Buy
5,400
+4,600
+575% +$1.37M ﹤0.01% 4621
2025
Q4 		$50.4K Hold
800
– – ﹤0.01% 4506
2025
Q3 		$59K Buy
+800
New +$242K ﹤0.01% 4410

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. 3,024 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.
  • 3,024 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.