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 Q2	$1.99M	Buy	4,780 +200	+4%	+$74.1K	1%	26
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Trust Company's UNH Position: Q2 2026 in Review

Cetera Trust Company increased its UnitedHealth (UNH) stake by 4.4% in Q2 2026, buying an estimated $74.1K and bringing the position to 4,780 shares worth $1.99M. The position accounts for 1% of the portfolio, ranked #26.

Cetera Trust Company first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q4 2023. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cetera Trust Company held 4,780 shares of UnitedHealth worth $1.99M as of Q2 2026.
Cetera Trust Company bought 200 UnitedHealth shares in Q2 2026, an estimated $74.1K.
UnitedHealth made up 1% of Cetera Trust Company's portfolio in Q2 2026, its #26 holding.
Cetera Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Cetera Trust Company's UnitedHealth position peaked at $3.47M in Q4 2023.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.