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Prospera Financial Services Inc

Position in UNH — Unitedhealth Group Inc

CIK 1541625 Dallas, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$17,572,005
+$5,109,442 QoQ
Shares Held
42,278
-8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#574
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Prospera Financial Services Inc holds $28,507,511 across 5 Healthcare Plans names. UNH ranks #1 (61.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
42,278 $17,572,005

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,572,005 42,278
2026-03-31 $12,462,563 46,057
2025-12-31 $15,771,335 47,776
2025-09-30 $14,439,410 41,817
2025-06-30 $13,123,330 42,066
2025-03-31 $13,693,967 26,146
2024-12-31 $13,627,868 26,940
2024-09-30 $11,065,653 18,926
2024-06-30 $9,435,060 18,527
2024-03-31 $9,004,034 18,201
2023-12-31 $13,990,413 26,574
2023-09-30 $13,168,938 26,119
2023-06-30 $13,035,437 27,121
2023-03-31 $11,713,615 24,786
2022-12-31 $11,201,112 21,127
2022-09-30 $13,017,406 25,775
2022-06-30 $10,456,993 20,359
2022-03-31 $8,207,457 16,094
2021-12-31 $5,733,936 11,419
2021-09-30 $4,323,538 11,065
2021-06-30 $4,154,565 10,375
2021-03-31 $3,879,945 10,428
2020-12-31 $3,752,276 10,700
2020-09-30 $125,019 401
2020-06-30 $2,967,786 10,062
2020-03-31 $2,449,410 9,822