PCA
UNH icon

Prosperity Capital Advisors’s UnitedHealth UNH Stock Holding History

Prosperity Capital 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 		$486K Buy
1,170
+13
+1% +$4.82K 0.02% 276
2026
Q1 		$313K Sell
1,157
-617
-35% -$184K 0.02% 325
2025
Q4 		$586K Sell
1,774
-1,167
-40% -$395K 0.04% 230
2025
Q3 		$1.02M Sell
2,941
-8
-0.3% -$2.42K 0.06% 188
2025
Q2 		$920K Sell
2,949
-1,153
-28% -$441K 0.06% 182
2025
Q1 		$2.15M Buy
4,102
+133
+3% +$68K 0.17% 99
2024
Q4 		$2.01M Buy
3,969
+1,602
+68% +$910K 0.16% 101
2024
Q3 		$1.38M Buy
2,367
+238
+11% +$135K 0.12% 123
2024
Q2 		$1.08M Sell
2,129
-1,874
-47% -$919K 0.12% 126
2024
Q1 		$1.98M Buy
4,003
+2,038
+104% +$1.04M 0.23% 71
2023
Q4 		$1.03M Buy
1,965
+968
+97% +$516K 0.11% 98
2023
Q3 		$503K Sell
997
-8
-0.8% -$3.94K 0.07% 141
2023
Q2 		$483K Sell
1,005
-38
-4% -$18.6K 0.07% 139
2023
Q1 		$493K Buy
1,043
+41
+4% +$19.8K 0.08% 120
2022
Q4 		$531K Buy
+1,002
New +$531K 0.16% 93

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Prosperity Capital Advisors's UNH Position: Q2 2026 in Review

Prosperity Capital Advisors increased its UnitedHealth (UNH) stake by 1.1% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,170 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #276.

Prosperity Capital Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.15M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prosperity Capital Advisors held 1,170 shares of UnitedHealth worth $486K as of Q2 2026.
  • Prosperity Capital Advisors bought 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
  • UnitedHealth made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #276 holding.
  • Prosperity Capital Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's UnitedHealth position peaked at $2.15M in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.