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Prudent Man Advisors’s UnitedHealth UNH Stock Holding History

Prudent Man 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 		$801K Buy
1,928
+215
+13% +$79.7K 0.18% 91
2026
Q1 		$464K Buy
1,713
+279
+19% +$83.1K 0.14% 113
2025
Q4 		$473K Sell
1,434
-2,207
-61% -$748K 0.17% 94
2025
Q3 		$1.26M Sell
3,641
-18
-0.5% -$5.44K 0.46% 50
2025
Q2 		$1.14M Buy
3,659
+932
+34% +$356K 0.36% 67
2025
Q1 		$1.43M Buy
2,727
+43
+2% +$22K 0.52% 35
2024
Q4 		$1.36M Sell
2,684
-279
-9% -$159K 0.49% 37
2024
Q3 		$1.73M Buy
2,963
+658
+29% +$372K 0.58% 28
2024
Q2 		$1.17M Buy
2,305
+88
+4% +$43.1K 0.42% 52
2024
Q1 		$1.1M Sell
2,217
-97
-4% -$49.3K 0.41% 57
2023
Q4 		$1.22M Sell
2,314
-32
-1% -$17.1K 0.45% 45
2023
Q3 		$1.18M Sell
2,346
-84
-3% -$41.3K 0.47% 41
2023
Q2 		$1.17M Sell
2,430
-49
-2% -$24K 0.44% 44
2023
Q1 		$1.17M Sell
2,479
-12
-0.5% -$5.79K 0.46% 45
2022
Q4 		$1.32M Buy
2,491
+512
+26% +$271K 0.53% 38
2022
Q3 		$999K Sell
1,979
-10
-0.5% -$5.26K 0.47% 39
2022
Q2 		$1.02M Sell
1,989
-12
-0.6% -$6.03K 0.48% 39
2022
Q1 		$1.02M Sell
2,001
-71
-3% -$34.2K 0.41% 48
2021
Q4 		$1.04M Sell
2,072
-45
-2% -$20.4K 0.4% 51
2021
Q3 		$827K Sell
2,117
-21
-1% -$8.7K 0.31% 61
2021
Q2 		$856K Buy
2,138
+93
+5% +$37.1K 0.33% 62
2021
Q1 		$761K Buy
2,045
+59
+3% +$20.4K 0.32% 65
2020
Q4 		$696K Sell
1,986
-90
-4% -$30.2K 0.29% 64
2020
Q3 		$647K Buy
2,076
+135
+7% +$41.5K 0.34% 65
2020
Q2 		$572K Buy
+1,941
New +$556K 0.51% 55

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 $3.37T AUM 44.26% 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

Prudent Man Advisors's UNH Position: Q2 2026 in Review

Prudent Man Advisors increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $79.7K and bringing the position to 1,928 shares worth $801K. The position accounts for 0.18% of the portfolio, ranked #91.

Prudent Man Advisors first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.73M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Prudent Man Advisors held 1,928 shares of UnitedHealth worth $801K as of Q2 2026.
  • Prudent Man Advisors bought 215 UnitedHealth shares in Q2 2026, an estimated $79.7K.
  • UnitedHealth made up 0.18% of Prudent Man Advisors's portfolio in Q2 2026, its #91 holding.
  • Prudent Man Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Prudent Man Advisors's UnitedHealth position peaked at $1.73M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.