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Promethium Advisors’s UnitedHealth UNH Stock Holding History

Promethium 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 		$1.5M Buy
3,615
+500
+16% +$185K 0.72% 41
2026
Q1 		$843K Hold
3,115
– – 0.44% 62
2025
Q4 		$1.03M Buy
3,115
+1,800
+137% +$610K 0.55% 55
2025
Q3 		$454K Buy
+1,315
New +$398K 0.26% 77
2025
Q2 		– Sell
-469
Closed -$246K – 127
2025
Q1 		$246K Sell
469
-99
-17% -$50.6K 0.16% 102
2024
Q4 		$287K Sell
568
-20
-3% -$11.4K 0.2% 104
2024
Q3 		$344K Buy
+588
New +$333K 0.24% 101

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

Promethium Advisors's UNH Position: Q2 2026 in Review

Promethium Advisors increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $185K and bringing the position to 3,615 shares worth $1.5M. The position accounts for 0.72% of the portfolio, ranked #41.

Promethium Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Promethium Advisors held 3,615 shares of UnitedHealth worth $1.5M as of Q2 2026.
  • Promethium Advisors bought 500 UnitedHealth shares in Q2 2026, an estimated $185K.
  • UnitedHealth made up 0.72% of Promethium Advisors's portfolio in Q2 2026, its #41 holding.
  • Promethium Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Promethium Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.