Meeder Advisory Services’s UnitedHealth UNH Stock Holding History

Meeder Advisory Services’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	$4.36M	Sell	16,113 -117	-0.7%	-$34.8K	0.18%	78
2025 Q4	$5.36M	Buy	16,230 +640	+4%	+$217K	0.23%	63
2025 Q3	$5.38M	Buy	15,590 +1,596	+11%	+$483K	0.25%	56
2025 Q2	$4.37M	Sell	13,994 -3,246	-19%	-$1.24M	0.23%	65
2025 Q1	$9.03M	Buy	17,240 +148	+0.9%	+$75.7K	0.54%	35
2024 Q4	$8.65M	Buy	17,092 +668	+4%	+$380K	0.54%	33
2024 Q3	$9.6M	Buy	16,424 +1,420	+9%	+$803K	0.62%	29
2024 Q2	$7.64M	Buy	15,004 +3,777	+34%	+$1.85M	0.54%	28
2024 Q1	$5.55M	Buy	11,227 +228	+2%	+$116K	0.56%	28
2023 Q4	$5.79M	Buy	10,999 +555	+5%	+$296K	0.66%	27
2023 Q3	$5.27M	Sell	10,444 -1,774	-15%	-$873K	0.66%	26
2023 Q2	$5.87M	Sell	12,218 -714	-6%	-$349K	0.63%	27
2023 Q1	$6.11M	Sell	12,932 -875	-6%	-$422K	0.7%	22
2022 Q4	$7.32M	Buy	+13,807	New	+$7.31M	0.92%	15

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

Meeder Advisory Services's UNH Position: Q1 2026 in Review

Meeder Advisory Services reduced its UnitedHealth (UNH) stake by 0.72% in Q1 2026, selling an estimated $34.8K and leaving 16,113 shares worth $4.36M. The position accounts for 0.18% of the portfolio, ranked #78.

Meeder Advisory Services first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.6M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Meeder Advisory Services held 16,113 shares of UnitedHealth worth $4.36M as of Q1 2026.
Meeder Advisory Services sold 117 UnitedHealth shares in Q1 2026, an estimated $34.8K.
UnitedHealth made up 0.18% of Meeder Advisory Services's portfolio in Q1 2026, its #78 holding.
Meeder Advisory Services first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's UnitedHealth position peaked at $9.6M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.