Prelude Capital Management’s UnitedHealth UNH Stock Holding History

Prelude Capital Management’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
2024 Q1	–	Sell	-500	Closed	-$263K	–	1538
2023 Q4	$263K	Hold	500	–	–	0.02%	802
2023 Q3	$252K	Buy	+500	New	+$246K	0.02%	772
2022 Q1	–	Sell	-500	Closed	-$251K	–	2254
2021 Q4	$251K	Buy	+500	New	+$226K	0.01%	1431
2020 Q4	–	Sell	-14,800	Closed	-$4.61M	–	2023
2020 Q3	$4.61M	Buy	14,800 +14,700	+14,700%	+$4.52M	0.22%	64
2020 Q2	$29K	Buy	+100	New	+$28.7K	﹤0.01%	1305
2020 Q1	–	Sell	-3,400	Closed	-$1M	–	2062
2019 Q4	$1M	Buy	+3,400	New	+$890K	0.04%	389
2016 Q4	–	Sell	-7,200	Closed	-$1.01M	–	1789
2016 Q3	$1.01M	Sell	7,200 -7,200	-50%	-$1.01M	0.11%	211
2016 Q2	$2.03M	Sell	14,400 -8,100	-36%	-$1.08M	0.28%	89
2016 Q1	$2.9M	Buy	+22,500	New	+$2.66M	0.4%	38

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

Prelude Capital Management's UNH Position: Q1 2026 in Review

Prelude Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,711 shares — an estimated $895K sold.

Prelude Capital Management first reported a position in UNH in Q2 2013 and held it in 39 quarters. The position peaked at $4.52M in Q3 2016. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Prelude Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 2,711 UnitedHealth shares in Q1 2026, an estimated $895K.
Prelude Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 39 quarters.
Prelude Capital Management's UnitedHealth position peaked at $4.52M in Q3 2016.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.