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Prosperitas Financial’s UnitedHealth UNH Stock Holding History

Prosperitas Financial’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
2025
Q1 		– Sell
-440
Closed -$223K – 70
2024
Q4 		$223K Sell
440
-3,963
-90% -$2.25M 0.11% 59
2024
Q3 		$2.57M Buy
4,403
+341
+8% +$193K 1.39% 30
2024
Q2 		$2.07M Buy
4,062
+594
+17% +$291K 1.26% 29
2024
Q1 		$1.72M Buy
3,468
+293
+9% +$149K 1.1% 35
2023
Q4 		$1.67M Buy
3,175
+249
+9% +$133K 1.23% 26
2023
Q3 		$1.48M Buy
+2,926
New +$1.44M 1.15% 22

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prosperitas Financial's UNH Position: Q1 2025 in Review

Prosperitas Financial sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 440 shares — an estimated $223K sold.

Prosperitas Financial first reported a position in UNH in Q3 2023 and held it in 6 quarters. The position peaked at $2.57M in Q3 2024. 3,605 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Prosperitas Financial reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Prosperitas Financial sold 440 UnitedHealth shares in Q1 2025, an estimated $223K.
  • Prosperitas Financial first reported a position in UnitedHealth in Q3 2023 and held it in 6 quarters.
  • Prosperitas Financial's UnitedHealth position peaked at $2.57M in Q3 2024.
  • 3,605 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Prosperitas Financial's 13F filing for Q1 2025, filed 14 May 2025.