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Prestige Wealth Management Group’s UnitedHealth UNH Stock Holding History

Prestige Wealth Management Group’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 		$1.35M Buy
4,995
+122
+3% +$36.3K 0.27% 54
2025
Q4 		$1.61M Buy
4,873
+2,216
+83% +$751K 0.31% 49
2025
Q3 		$918K Sell
2,657
-414
-13% -$125K 0.18% 64
2025
Q2 		$958K Sell
3,071
-593
-16% -$227K 0.2% 60
2025
Q1 		$1.92M Buy
3,664
+16
+0.4% +$8.18K 0.41% 41
2024
Q4 		$1.85M Sell
3,648
-446
-11% -$253K 0.38% 47
2024
Q3 		$2.39M Sell
4,094
-12
-0.3% -$6.79K 0.5% 38
2024
Q2 		$2.09M Sell
4,106
-170
-4% -$83.3K 0.45% 41
2024
Q1 		$2.12M Buy
4,276
+438
+11% +$223K 0.46% 39
2023
Q4 		$2.02M Buy
3,838
+208
+6% +$111K 0.46% 39
2023
Q3 		$1.83M Buy
3,630
+61
+2% +$30K 0.45% 38
2023
Q2 		$1.72M Sell
3,569
-2,618
-42% -$1.28M 0.41% 38
2023
Q1 		$2.92M Buy
6,187
+2,759
+80% +$1.33M 0.74% 24
2022
Q4 		$1.82M Sell
3,428
-2,203
-39% -$1.17M 0.47% 35
2022
Q3 		$2.84M Buy
5,631
+334
+6% +$176K 0.8% 24
2022
Q2 		$2.72M Buy
5,297
+391
+8% +$196K 0.74% 24
2022
Q1 		$2.5M Buy
4,906
+2,180
+80% +$1.05M 0.62% 30
2021
Q4 		$1.37M Buy
2,726
+79
+3% +$35.8K 0.33% 38
2021
Q3 		$1.03M Buy
2,647
+285
+12% +$118K 0.26% 41
2021
Q2 		$946K Buy
2,362
+324
+16% +$129K 0.25% 46
2021
Q1 		$759K Buy
2,038
+121
+6% +$41.9K 0.21% 51
2020
Q4 		$672K Buy
1,917
+88
+5% +$29.5K 0.18% 58
2020
Q3 		$570K Buy
1,829
+309
+20% +$94.9K 0.17% 66
2020
Q2 		$448K Sell
1,520
-538
-26% -$154K 0.16% 63
2020
Q1 		$514K Buy
2,058
+103
+5% +$28.3K 0.22% 47
2019
Q4 		$575K Buy
1,955
+348
+22% +$91K 0.31% 54
2019
Q3 		$349K Buy
1,607
+209
+15% +$50.4K 0.2% 73
2019
Q2 		$341K Sell
1,398
-23
-2% -$5.53K 0.21% 76
2019
Q1 		$352K Sell
1,421
-728
-34% -$186K 0.22% 84
2018
Q4 		$535K Buy
+2,149
New +$568K 0.39% 51

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prestige Wealth Management Group's UNH Position: Q1 2026 in Review

Prestige Wealth Management Group increased its UnitedHealth (UNH) stake by 2.5% in Q1 2026, buying an estimated $36.3K and bringing the position to 4,995 shares worth $1.35M. The position accounts for 0.27% of the portfolio, ranked #54.

Prestige Wealth Management Group first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.92M in Q1 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Prestige Wealth Management Group held 4,995 shares of UnitedHealth worth $1.35M as of Q1 2026.
  • Prestige Wealth Management Group bought 122 UnitedHealth shares in Q1 2026, an estimated $36.3K.
  • UnitedHealth made up 0.27% of Prestige Wealth Management Group's portfolio in Q1 2026, its #54 holding.
  • Prestige Wealth Management Group first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's UnitedHealth position peaked at $2.92M in Q1 2023.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.