Cetera Investment Advisers
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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
Q2 		$87.3K Sell
800
-4,600
-85% -$1.7M ﹤0.01% 4688
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Investment Advisers's UNH Position: Q2 2026 in Review

Cetera Investment Advisers increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $5.23M and bringing the position to 363,796 shares worth $151M. The position accounts for 0.14% of the portfolio, ranked #128.

Cetera Investment Advisers first reported a position in UNH in Q3 2016 and has held it in 40 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cetera Investment Advisers held 363,796 shares of UnitedHealth worth $151M as of Q2 2026.
  • Cetera Investment Advisers bought 14,106 UnitedHealth shares in Q2 2026, an estimated $5.23M.
  • UnitedHealth made up 0.14% of Cetera Investment Advisers's portfolio in Q2 2026, its #128 holding.
  • Cetera Investment Advisers first reported a position in UnitedHealth in Q3 2016 and has held it in 40 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.