Cetera Trust Company’s UnitedHealth UNH Stock Holding History

Cetera Trust Company’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	$1.24M	Sell	4,580 -158	-3%	-$47.1K	0.7%	40
2025 Q4	$1.56M	Sell	4,738 -477	-9%	-$162K	0.84%	34
2025 Q3	$1.8M	Sell	5,215 -110	-2%	-$33.3K	1.01%	29
2025 Q2	$1.66M	Sell	5,325 -190	-3%	-$72.6K	0.99%	29
2025 Q1	$2.89M	Buy	5,515 +100	+2%	+$51.1K	1.84%	12
2024 Q4	$2.74M	Sell	5,415 -250	-4%	-$142K	1.78%	12
2024 Q3	$3.31M	Sell	5,665 -170	-3%	-$96.2K	2.03%	8
2024 Q2	$2.97M	Sell	5,835 -500	-8%	-$245K	1.87%	9
2024 Q1	$3.13M	Sell	6,335 -260	-4%	-$132K	1.89%	10
2023 Q4	$3.47M	Buy	+6,595	New	+$3.52M	2.16%	6

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cetera Trust Company's UNH Position: Q1 2026 in Review

Cetera Trust Company reduced its UnitedHealth (UNH) stake by 3.3% in Q1 2026, selling an estimated $47.1K and leaving 4,580 shares worth $1.24M. The position accounts for 0.7% of the portfolio, ranked #40.

Cetera Trust Company first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cetera Trust Company held 4,580 shares of UnitedHealth worth $1.24M as of Q1 2026.
Cetera Trust Company sold 158 UnitedHealth shares in Q1 2026, an estimated $47.1K.
UnitedHealth made up 0.7% of Cetera Trust Company's portfolio in Q1 2026, its #40 holding.
Cetera Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's UnitedHealth position peaked at $3.47M in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.