MAS
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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
Q2 		$7.73M Buy
18,597
+2,484
+15% +$921K 0.28% 56
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
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

Meeder Advisory Services's UNH Position: Q2 2026 in Review

Meeder Advisory Services increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $921K and bringing the position to 18,597 shares worth $7.73M. The position accounts for 0.28% of the portfolio, ranked #56.

Meeder Advisory Services first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.6M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Meeder Advisory Services held 18,597 shares of UnitedHealth worth $7.73M as of Q2 2026.
  • Meeder Advisory Services bought 2,484 UnitedHealth shares in Q2 2026, an estimated $921K.
  • UnitedHealth made up 0.28% of Meeder Advisory Services's portfolio in Q2 2026, its #56 holding.
  • Meeder Advisory Services first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's UnitedHealth position peaked at $9.6M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.