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 $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

Prelude Capital Management's UNH Position: Q2 2026 in Review

Prelude Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 566 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #908 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in UNH as recently as Q4 2025.

Prelude Capital Management first reported a position in UNH in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.52M in Q3 2016. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Prelude Capital Management held 566 shares of UnitedHealth worth $235K as of Q2 2026.
UnitedHealth was a new Prelude Capital Management position in Q2 2026.
UnitedHealth made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #908 holding.
Prelude Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 40 quarters since.
Prelude Capital Management's UnitedHealth position peaked at $4.52M in Q3 2016.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.