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Prosperity Financial Group’s UnitedHealth UNH Stock Holding History

Prosperity Financial 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 		$1.12M Buy
2,694
+17
+0.6% +$6.3K 0.35% 81
2026
Q1 		$724K Buy
2,677
+129
+5% +$38.4K 0.27% 101
2025
Q4 		$841K Buy
2,548
+103
+4% +$34.9K 0.3% 87
2025
Q3 		$844K Buy
2,445
+173
+8% +$52.3K 0.31% 87
2025
Q2 		$709K Buy
2,272
+352
+18% +$135K 0.3% 83
2025
Q1 		$1.01M Buy
1,920
+12
+0.6% +$6.13K 0.5% 54
2024
Q4 		$965K Buy
1,908
+175
+10% +$99.4K 0.48% 55
2024
Q3 		$1.01M Sell
1,733
-300
-15% -$170K 0.57% 48
2024
Q2 		$1.04M Buy
2,033
+41
+2% +$20.1K 0.65% 45
2024
Q1 		$986K Buy
1,992
+121
+6% +$61.5K 0.61% 46
2023
Q4 		$985K Sell
1,871
-43
-2% -$22.9K 0.68% 34
2023
Q3 		$965K Buy
1,914
+28
+1% +$13.8K 0.8% 31
2023
Q2 		$906K Buy
1,886
+87
+5% +$42.5K 0.8% 34
2023
Q1 		$850K Buy
1,799
+6
+0.3% +$2.9K 0.86% 31
2022
Q4 		$951K Buy
+1,793
New +$950K 1.03% 23

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 Financial Group's UNH Position: Q2 2026 in Review

Prosperity Financial Group increased its UnitedHealth (UNH) stake by 0.64% in Q2 2026, buying an estimated $6.3K and bringing the position to 2,694 shares worth $1.12M. The position accounts for 0.35% of the portfolio, ranked #81.

Prosperity Financial Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prosperity Financial Group held 2,694 shares of UnitedHealth worth $1.12M as of Q2 2026.
  • Prosperity Financial Group bought 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 0.35% of Prosperity Financial Group's portfolio in Q2 2026, its #81 holding.
  • Prosperity Financial Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.