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
Q2 		$689K Sell
1,658
-221
-12% -$81.9K 0.35% 58
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 $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

Prospect Financial Services's UNH Position: Q2 2026 in Review

Prospect Financial Services reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $81.9K and leaving 1,658 shares worth $689K. The position accounts for 0.35% of the portfolio, ranked #58.

Prospect Financial Services first reported a position in UNH in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prospect Financial Services held 1,658 shares of UnitedHealth worth $689K as of Q2 2026.
  • Prospect Financial Services sold 221 UnitedHealth shares in Q2 2026, an estimated $81.9K.
  • UnitedHealth made up 0.35% of Prospect Financial Services's portfolio in Q2 2026, its #58 holding.
  • Prospect Financial Services first reported a position in UnitedHealth in Q3 2024 and has held it in 6 quarters since.
  • Prospect Financial Services's UnitedHealth position peaked at $1.61M in Q3 2025.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.