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Prosperity Consulting Group’s UnitedHealth UNH Stock Holding History

Prosperity Consulting Group’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 		$1.75M Sell
6,466
-528
-8% -$157K 0.08% 167
2025
Q4 		$2.31M Sell
6,994
-1,648
-19% -$558K 0.1% 145
2025
Q3 		$2.98M Sell
8,642
-1,967
-19% -$595K 0.15% 118
2025
Q2 		$3.31M Sell
10,609
-1,216
-10% -$465K 0.24% 96
2025
Q1 		$6.19M Sell
11,825
-710
-6% -$363K 0.48% 46
2024
Q4 		$6.34M Buy
12,535
+46
+0.4% +$26.1K 0.48% 45
2024
Q3 		$7.3M Buy
12,489
+8,541
+216% +$4.83M 0.57% 39
2024
Q2 		$2.01M Sell
3,948
-39
-1% -$19.1K 0.27% 101
2024
Q1 		$1.97M Sell
3,987
-299
-7% -$152K 0.25% 102
2023
Q4 		$2.26M Buy
4,286
+537
+14% +$286K 0.76% 30
2023
Q3 		$1.89M Buy
3,749
+2,593
+224% +$1.28M 0.87% 29
2023
Q2 		$556K Sell
1,156
-18
-2% -$8.8K 0.34% 63
2023
Q1 		$555K Sell
1,174
-324
-22% -$156K 0.35% 62
2022
Q4 		$794K Buy
1,498
+9
+0.6% +$4.77K 0.53% 49
2022
Q3 		$752K Sell
1,489
-45
-3% -$23.7K 0.62% 42
2022
Q2 		$788K Sell
1,534
-6
-0.4% -$3.01K 0.68% 37
2022
Q1 		$785K Buy
1,540
+2
+0.1% +$965 0.58% 44
2021
Q4 		$738K Buy
+1,538
New +$696K 0.55% 45

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

Prosperity Consulting Group's UNH Position: Q1 2026 in Review

Prosperity Consulting Group reduced its UnitedHealth (UNH) stake by 7.5% in Q1 2026, selling an estimated $157K and leaving 6,466 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #167.

Prosperity Consulting Group first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.3M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Prosperity Consulting Group held 6,466 shares of UnitedHealth worth $1.75M as of Q1 2026.
  • Prosperity Consulting Group sold 528 UnitedHealth shares in Q1 2026, an estimated $157K.
  • UnitedHealth made up 0.08% of Prosperity Consulting Group's portfolio in Q1 2026, its #167 holding.
  • Prosperity Consulting Group first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's UnitedHealth position peaked at $7.3M in Q3 2024.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.