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UnitedHealth shares owned by Prosperity Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Prosperity Financial Group from 13F filings

Historical chart of Prosperity Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Prosperity Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $986k 2.0k 494.76
2023-09-30 $965k 1.9k 504.19
2023-06-30 $907k 1.9k 480.64
2023-03-31 $850k 1.8k 472.59
2022-12-31 $951k 1.8k 530.18

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View all positions for Prosperity Financial Group

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth