Prestige Wealth Management Group LLC

Position in UNH — Unitedhealth Group Inc

CIK 1772715 FLEMINGTON, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,960,110

+$608,514 QoQ

Shares Held

4,716

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,413

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $2,499,031 across 7 Healthcare Plans names. UNH ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,716	$1,960,110
2	CVS	CVS HEALTH Corp	3,341	$345,625
3	CI	Cigna Group	473	$130,396
4	ELV	Elevance Health, Inc.	89	$34,418
5	HUM	Humana Inc	50	$19,861
6	CNC	Centene Corp	88	$5,648
7	MOH	Molina Healthcare, Inc.	13	$2,973

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,960,110	4,716	-5.6%	Shares	Other	2026-08-14
2026-03-31	$1,351,596	4,995	+2.5%	Shares	Other	2026-05-13
2025-12-31	$1,608,625	4,873	+83.4%	Shares	Other	2026-02-11
2025-09-30	$917,462	2,657	-13.5%	Shares	Other	2026-02-20
2025-06-30	$958,059	3,071	-16.2%	Shares	Other	2026-02-20
2025-03-31	$1,919,019	3,664	+0.4%	Shares	Other	2026-02-20
2024-12-31	$1,845,376	3,648	-10.9%	Shares	Other	2026-02-20
2024-09-30	$2,393,679	4,094	-0.3%	Shares	Other	2026-02-20
2024-06-30	$2,091,020	4,106	-4.0%	Shares	Other	2026-02-20
2024-03-31	$2,115,336	4,276	+11.4%	Shares	Sole	2024-04-26
2023-12-31	$2,020,591	3,838	+5.7%	Shares	Other	2024-04-26
2023-09-30	$1,830,208	3,630	+1.7%	Shares	Sole	2024-04-26
2023-06-30	$1,715,404	3,569	-42.3%	Shares	Sole	2024-04-26
2023-03-31	$2,923,913	6,187	+80.5%	Shares	Other	2024-04-26
2022-12-31	$1,817,456	3,428	-39.1%	Shares	Sole	2023-02-08
2022-09-30	$2,843,879	5,631	+6.3%	Shares	Sole	2022-11-01
2022-06-30	$2,720,697	5,297	+8.0%	Shares	Sole	2022-08-10
2022-03-31	$2,501,912	4,906	+80.0%	Shares	Other	2022-05-05
2021-12-31	$1,368,833	2,726	+3.0%	Shares	Other	2022-02-15
2021-09-30	$1,034,288	2,647	+12.1%	Shares	Other	2021-11-12
2021-06-30	$945,839	2,362	+15.9%	Shares	Other	2021-08-12
2021-03-31	$758,278	2,038	+6.3%	Shares	Other	2021-05-13
2020-12-31	$672,253	1,917	+4.8%	Shares	Other	2021-02-17
2020-09-30	$570,227	1,829	+20.3%	Shares	Sole	2020-10-26
2020-06-30	$448,324	1,520	-26.1%	Shares	Sole	2020-08-13
2020-03-31	$513,224	2,058	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.