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Prime Capital Investment Advisors’s UnitedHealth UNH Stock Holding History

Prime Capital Investment 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
Q1 		$7.22M Sell
26,682
-1,928
-7% -$574K 0.08% 177
2025
Q4 		$9.44M Buy
28,610
+1,582
+6% +$536K 0.12% 139
2025
Q3 		$9.33M Sell
27,028
-40,109
-60% -$12.1M 0.12% 132
2025
Q2 		$20.9M Sell
67,137
-28,006
-29% -$10.7M 0.28% 69
2025
Q1 		$49.8M Buy
95,143
+28,714
+43% +$14.7M 0.58% 44
2024
Q4 		$33.6M Buy
66,429
+1,362
+2% +$774K 0.49% 50
2024
Q3 		$38M Sell
65,067
-1,902
-3% -$1.08M 0.54% 47
2024
Q2 		$34.1M Sell
66,969
-4,992
-7% -$2.45M 0.51% 48
2024
Q1 		$35.6M Buy
71,961
+11,089
+18% +$5.64M 0.5% 45
2023
Q4 		$32M Buy
60,872
+1,946
+3% +$1.04M 0.48% 47
2023
Q3 		$29.7M Sell
58,926
-3,484
-6% -$1.71M 0.61% 38
2023
Q2 		$30M Buy
62,410
+10,918
+21% +$5.34M 0.59% 38
2023
Q1 		$24.3M Buy
51,492
+16,455
+47% +$7.94M 1% 19
2022
Q4 		$18.6M Buy
35,037
+7,508
+27% +$3.98M 0.71% 34
2022
Q3 		$13.9M Buy
27,529
+18,233
+196% +$9.59M 0.8% 21
2022
Q2 		$4.78M Buy
9,296
+8,010
+623% +$4.02M 0.29% 64
2022
Q1 		$646K Hold
1,286
– – 0.04% 203
2021
Q4 		$646K Sell
1,286
-6,635
-84% -$3M 0.03% 206
2021
Q3 		$3.1M Buy
7,921
+755
+11% +$313K 0.19% 106
2021
Q2 		$2.87M Sell
7,166
-4,040
-36% -$1.61M 0.17% 116
2021
Q1 		$4.17M Sell
11,206
-4,195
-27% -$1.45M 0.3% 67
2020
Q4 		$5.4M Buy
15,401
+402
+3% +$135K 0.42% 33
2020
Q3 		$4.68M Buy
14,999
+7,731
+106% +$2.37M 0.39% 41
2020
Q2 		$2.14M Buy
7,268
+5,576
+330% +$1.6M 0.2% 100
2020
Q1 		$422K Buy
1,692
+30
+2% +$8.26K 0.05% 157
2019
Q4 		$489K Sell
1,662
-11,926
-88% -$3.12M 0.06% 157
2019
Q3 		$2.95M Buy
13,588
+5,171
+61% +$1.25M 0.46% 57
2019
Q2 		$2.05M Buy
8,417
+8,138
+2,917% +$1.96M 0.37% 82
2019
Q1 		$69K Sell
279
-921
-77% -$235K 0.02% 176
2018
Q4 		$299K Buy
1,200
+1,125
+1,500% +$297K 0.11% 100
2018
Q3 		$20K Hold
75
– – 0.01% 225
2018
Q2 		$18K Buy
+75
New +$18K 0.01% 247

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

Prime Capital Investment Advisors's UNH Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its UnitedHealth (UNH) stake by 6.7% in Q1 2026, selling an estimated $574K and leaving 26,682 shares worth $7.22M. The position accounts for 0.08% of the portfolio, ranked #177.

Prime Capital Investment Advisors first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $49.8M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Prime Capital Investment Advisors held 26,682 shares of UnitedHealth worth $7.22M as of Q1 2026.
  • Prime Capital Investment Advisors sold 1,928 UnitedHealth shares in Q1 2026, an estimated $574K.
  • UnitedHealth made up 0.08% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #177 holding.
  • Prime Capital Investment Advisors first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
  • Prime Capital Investment Advisors's UnitedHealth position peaked at $49.8M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.