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Prevail Innovative Wealth Advisors’s UnitedHealth UNH Stock Holding History

Prevail Innovative Wealth Advisors’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 		$4.34M Buy
10,448
+3,069
+42% +$1.14M 0.65% 57
2026
Q1 		$2M Buy
+7,379
New +$2.2M 0.34% 103
2023
Q4 		– Sell
-4,732
Closed -$2.39M – 160
2023
Q3 		$2.39M Buy
4,732
+1,797
+61% +$884K 1.24% 29
2023
Q2 		$1.41M Buy
+2,935
New +$1.44M 0.77% 46

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

Prevail Innovative Wealth Advisors's UNH Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its UnitedHealth (UNH) stake by 42% in Q2 2026, buying an estimated $1.14M and bringing the position to 10,448 shares worth $4.34M. The position accounts for 0.65% of the portfolio, ranked #57.

Prevail Innovative Wealth Advisors first reported a position in UNH in Q2 2023 and has held it in 4 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 10,448 shares of UnitedHealth worth $4.34M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 3,069 UnitedHealth shares in Q2 2026, an estimated $1.14M.
  • UnitedHealth made up 0.65% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Prevail Innovative Wealth Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 4 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.