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Prostatis Group’s UnitedHealth UNH Stock Holding History

Prostatis 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
2025
Q2 		– Sell
-1,047
Closed -$548K – 171
2025
Q1 		$548K Sell
1,047
-73
-7% -$37.3K 0.17% 90
2024
Q4 		$567K Buy
1,120
+15
+1% +$8.52K 0.17% 99
2024
Q3 		$646K Sell
1,105
-1,918
-63% -$1.08M 0.21% 80
2024
Q2 		$1.56M Buy
3,023
+286
+10% +$140K 0.55% 49
2024
Q1 		$1.35M Buy
2,737
+1,844
+206% +$937K 0.51% 51
2023
Q4 		$470K Buy
893
+69
+8% +$36.8K 0.2% 85
2023
Q3 		$446K Sell
824
-73,144
-99% -$36M 0.22% 70
2023
Q2 		$296K Buy
73,968
+73,380
+12,480% +$35.9M 0.14% 91
2023
Q1 		$286K Buy
588
+48
+9% +$23.2K 0.15% 85
2022
Q4 		$286K Hold
540
– – 0.17% 81
2022
Q3 		$273K Hold
540
– – 0.31% 46
2022
Q2 		$277K Sell
540
-12
-2% -$6.03K 0.43% 29
2022
Q1 		$282K Sell
552
-22
-4% -$10.6K 0.23% 62
2021
Q4 		$288K Sell
574
-5
-0.9% -$2.26K 0.18% 78
2021
Q3 		$226K Buy
579
+35
+6% +$14.5K 0.14% 91
2021
Q2 		$218K Sell
544
-45
-8% -$17.9K 0.15% 95
2021
Q1 		$219K Buy
+589
New +$204K 0.17% 88

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Prostatis Group's UNH Position: Q2 2025 in Review

Prostatis Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,047 shares — an estimated $548K sold.

Prostatis Group first reported a position in UNH in Q1 2021 and held it in 17 quarters. The position peaked at $1.56M in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Prostatis Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Prostatis Group sold 1,047 UnitedHealth shares in Q2 2025, an estimated $548K.
  • Prostatis Group first reported a position in UnitedHealth in Q1 2021 and held it in 17 quarters.
  • Prostatis Group's UnitedHealth position peaked at $1.56M in Q2 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Prostatis Group's 13F filing for Q2 2025, filed 25 Jul 2025.