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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
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 $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

Prudent Man Advisors's UNH Position: Q1 2026 in Review

Prudent Man Advisors increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $83.1K and bringing the position to 1,713 shares worth $464K. The position accounts for 0.14% of the portfolio, ranked #113.

Prudent Man Advisors first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.73M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Prudent Man Advisors held 1,713 shares of UnitedHealth worth $464K as of Q1 2026.
  • Prudent Man Advisors bought 279 UnitedHealth shares in Q1 2026, an estimated $83.1K.
  • UnitedHealth made up 0.14% of Prudent Man Advisors's portfolio in Q1 2026, its #113 holding.
  • Prudent Man Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's UnitedHealth position peaked at $1.73M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.