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Prentice Wealth Management’s UnitedHealth UNH Stock Holding History

Prentice Wealth 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
2026
Q2 		$1.21M Sell
2,906
-19
-0.6% -$7.04K 0.25% 52
2026
Q1 		$791K Buy
2,925
+38
+1% +$11.3K 0.18% 60
2025
Q4 		$953K Buy
2,887
+7
+0.2% +$2.37K 0.22% 56
2025
Q3 		$994K Buy
2,880
+250
+10% +$75.6K 0.25% 49
2025
Q2 		$820K Buy
2,630
+122
+5% +$46.6K 0.22% 53
2025
Q1 		$1.31M Sell
2,508
-19
-0.8% -$9.71K 0.38% 36
2024
Q4 		$1.28M Buy
2,527
+21
+0.8% +$11.9K 0.37% 37
2024
Q3 		$1.46M Buy
2,506
+41
+2% +$23.2K 0.44% 32
2024
Q2 		$1.26M Buy
2,465
+3
+0.1% +$1.47K 0.41% 34
2024
Q1 		$1.22M Buy
2,462
+115
+5% +$58.5K 0.42% 33
2023
Q4 		$1.24M Buy
2,347
+19
+0.8% +$10.1K 0.48% 27
2023
Q3 		$1.17M Sell
2,328
-35
-1% -$17.2K 0.53% 25
2023
Q2 		$1.14M Buy
2,363
+134
+6% +$65.5K 0.51% 26
2023
Q1 		$1.05M Sell
2,229
-1
-0% -$483 0.5% 24
2022
Q4 		$1.18M Buy
2,230
+68
+3% +$36K 0.6% 22
2022
Q3 		$1.13M Sell
2,162
-20
-0.9% -$10.5K 0.62% 18
2022
Q2 		$1.12M Buy
2,182
+64
+3% +$32.1K 1.14% 12
2022
Q1 		$1.11M Buy
2,118
+79
+4% +$38.1K 0.53% 26
2021
Q4 		$1.06M Sell
2,039
-35
-2% -$15.8K 0.5% 24
2021
Q3 		$810K Buy
2,074
+19
+0.9% +$7.87K 0.39% 27
2021
Q2 		$823K Buy
2,055
+188
+10% +$75K 0.42% 26
2021
Q1 		$695K Buy
+1,867
New +$647K 0.39% 29

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Prentice Wealth Management's UNH Position: Q2 2026 in Review

Prentice Wealth Management reduced its UnitedHealth (UNH) stake by 0.65% in Q2 2026, selling an estimated $7.04K and leaving 2,906 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #52.

Prentice Wealth Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.46M in Q3 2024. 652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prentice Wealth Management held 2,906 shares of UnitedHealth worth $1.21M as of Q2 2026.
  • Prentice Wealth Management sold 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
  • UnitedHealth made up 0.25% of Prentice Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Prentice Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Prentice Wealth Management's UnitedHealth position peaked at $1.46M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.