PFS
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Prospera Financial Services’s UnitedHealth UNH Stock Holding History

Prospera 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 		$17.6M Sell
42,278
-3,779
-8% -$1.4M 0.26% 83
2026
Q1 		$12.5M Sell
46,057
-1,719
-4% -$512K 0.2% 114
2025
Q4 		$15.8M Buy
47,776
+5,959
+14% +$2.02M 0.26% 81
2025
Q3 		$14.4M Sell
41,817
-249
-0.6% -$75.3K 0.25% 89
2025
Q2 		$13.1M Buy
42,066
+15,920
+61% +$6.08M 0.24% 90
2025
Q1 		$13.7M Sell
26,146
-794
-3% -$406K 0.31% 73
2024
Q4 		$13.6M Buy
26,940
+8,014
+42% +$4.55M 0.32% 71
2024
Q3 		$11.1M Buy
18,926
+399
+2% +$226K 0.28% 78
2024
Q2 		$9.44M Buy
18,527
+326
+2% +$160K 0.26% 81
2024
Q1 		$9.01M Sell
18,201
-8,373
-32% -$4.26M 0.27% 79
2023
Q4 		$14M Buy
26,574
+455
+2% +$243K 0.46% 40
2023
Q3 		$13.2M Sell
26,119
-1,002
-4% -$493K 0.51% 38
2023
Q2 		$13M Buy
27,121
+2,335
+9% +$1.14M 0.5% 36
2023
Q1 		$11.7M Buy
24,786
+3,659
+17% +$1.77M 0.48% 34
2022
Q4 		$11.2M Sell
21,127
-4,648
-18% -$2.46M 0.56% 28
2022
Q3 		$13M Buy
25,775
+5,416
+27% +$2.85M 0.68% 21
2022
Q2 		$10.5M Buy
20,359
+4,265
+27% +$2.14M 0.53% 27
2022
Q1 		$8.21M Buy
16,094
+4,675
+41% +$2.25M 0.34% 44
2021
Q4 		$5.74M Buy
11,419
+354
+3% +$160K 0.25% 91
2021
Q3 		$4.33M Buy
11,065
+690
+7% +$286K 0.22% 111
2021
Q2 		$4.16M Sell
10,375
-53
-0.5% -$21.1K 0.21% 118
2021
Q1 		$3.88M Sell
10,428
-272
-3% -$94.2K 0.23% 101
2020
Q4 		$3.75M Buy
10,700
+10,299
+2,568% +$3.45M 0.26% 86
2020
Q3 		$124K Sell
401
-9,661
-96% -$2.97M 0.05% 358
2020
Q2 		$2.94M Buy
10,062
+240
+2% +$68.8K 0.26% 95
2020
Q1 		$2.45M Buy
9,822
+1,963
+25% +$540K 0.26% 92
2019
Q4 		$2.31M Buy
7,859
+974
+14% +$255K 0.18% 139
2019
Q3 		$1.5M Sell
6,885
-297
-4% -$71.7K 0.15% 141
2019
Q2 		$1.76M Buy
7,182
+2,641
+58% +$635K 0.2% 109
2019
Q1 		$1.13M Buy
4,541
+1,068
+31% +$272K 0.37% 81
2018
Q4 		$856K Buy
3,473
+28
+0.8% +$7.4K 0.17% 133
2018
Q3 		$872K Sell
3,445
-628
-15% -$163K 0.16% 140
2018
Q2 		$1.01M Buy
4,073
+634
+18% +$152K 0.14% 138
2018
Q1 		$752K Buy
3,439
+731
+27% +$167K 0.11% 179
2017
Q4 		$600K Sell
2,708
-1,038
-28% -$220K 0.09% 188
2017
Q3 		$740K Sell
3,746
-110
-3% -$21.3K 0.11% 169
2017
Q2 		$717K Sell
3,856
-672
-15% -$118K 0.12% 166
2017
Q1 		$745K Buy
4,528
+871
+24% +$143K 0.13% 137
2016
Q4 		$589K Buy
3,657
+80
+2% +$11.9K 0.12% 158
2016
Q3 		$501K Sell
3,577
-94
-3% -$13.2K 0.1% 184
2016
Q2 		$518K Buy
3,671
+550
+18% +$73.3K 0.11% 164
2016
Q1 		$402K Sell
3,121
-301
-9% -$35.6K 0.09% 167
2015
Q4 		$403K Buy
3,422
+928
+37% +$108K 0.09% 154
2015
Q3 		$289K Buy
2,494
+284
+13% +$34K 0.07% 194
2015
Q2 		$270K Sell
2,210
-115
-5% -$13.6K 0.06% 218
2015
Q1 		$275K Buy
+2,325
New +$258K 0.06% 229

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Prospera Financial Services reduced its UnitedHealth (UNH) stake by 8.2% in Q2 2026, selling an estimated $1.4M and leaving 42,278 shares worth $17.6M. The position accounts for 0.26% of the portfolio, ranked #83.

Prospera Financial Services first reported a position in UNH in Q1 2015 and has held it in 46 quarters since. 1,643 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prospera Financial Services held 42,278 shares of UnitedHealth worth $17.6M as of Q2 2026.
  • Prospera Financial Services sold 3,779 UnitedHealth shares in Q2 2026, an estimated $1.4M.
  • UnitedHealth made up 0.26% of Prospera Financial Services's portfolio in Q2 2026, its #83 holding.
  • Prospera Financial Services first reported a position in UnitedHealth in Q1 2015 and has held it in 46 quarters since.
  • 1,643 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.