PFS
UNH icon

Prospect Financial Services’s UnitedHealth UNH Stock Holding History

Prospect Financial Services’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 		$509K Sell
1,879
-1,817
-49% -$541K 0.31% 59
2025
Q4 		$1.22M Sell
3,696
-964
-21% -$327K 0.7% 32
2025
Q3 		$1.61M Buy
4,660
+3,907
+519% +$1.18M 0.93% 29
2025
Q2 		$235K Buy
+753
New +$288K 0.15% 88
2024
Q4 		– Sell
-406
Closed -$237K – 122
2024
Q3 		$237K Buy
+406
New +$230K 0.15% 91

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

Prospect Financial Services's UNH Position: Q1 2026 in Review

Prospect Financial Services reduced its UnitedHealth (UNH) stake by 49% in Q1 2026, selling an estimated $541K and leaving 1,879 shares worth $509K. The position accounts for 0.31% of the portfolio, ranked #59.

Prospect Financial Services first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.61M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Prospect Financial Services held 1,879 shares of UnitedHealth worth $509K as of Q1 2026.
  • Prospect Financial Services sold 1,817 UnitedHealth shares in Q1 2026, an estimated $541K.
  • UnitedHealth made up 0.31% of Prospect Financial Services's portfolio in Q1 2026, its #59 holding.
  • Prospect Financial Services first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
  • Prospect Financial Services's UnitedHealth position peaked at $1.61M in Q3 2025.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.