PWMG
UNH icon

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
Q2 		$1.96M Sell
4,716
-279
-6% -$103K 0.36% 46
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 $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

Prestige Wealth Management Group's UNH Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its UnitedHealth (UNH) stake by 5.6% in Q2 2026, selling an estimated $103K and leaving 4,716 shares worth $1.96M. The position accounts for 0.36% of the portfolio, ranked #46.

Prestige Wealth Management Group first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.92M in Q1 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prestige Wealth Management Group held 4,716 shares of UnitedHealth worth $1.96M as of Q2 2026.
  • Prestige Wealth Management Group sold 279 UnitedHealth shares in Q2 2026, an estimated $103K.
  • UnitedHealth made up 0.36% of Prestige Wealth Management Group's portfolio in Q2 2026, its #46 holding.
  • Prestige Wealth Management Group first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's UnitedHealth position peaked at $2.92M in Q1 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.