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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
Q2 		$83.1K Hold
200
– – ﹤0.01% 630
2026
Q1 		$54.1K Buy
+200
New +$59.6K ﹤0.01% 521

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 $3.38T AUM 44.17% 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

Prosperity Consulting Group's UNH Position: Q2 2026 in Review

Prosperity Consulting Group increased its UnitedHealth (UNH) stake by 3.8% in Q2 2026, buying an estimated $90.8K and bringing the position to 6,711 shares worth $2.79M. The position accounts for 0.11% of the portfolio, ranked #140.

Prosperity Consulting Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.3M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prosperity Consulting Group held 6,711 shares of UnitedHealth worth $2.79M as of Q2 2026.
  • Prosperity Consulting Group bought 245 UnitedHealth shares in Q2 2026, an estimated $90.8K.
  • UnitedHealth made up 0.11% of Prosperity Consulting Group's portfolio in Q2 2026, its #140 holding.
  • Prosperity Consulting Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's UnitedHealth position peaked at $7.3M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.