Prosperity Consulting Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1910398 OWINGS MILLS, MD

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,789,292

+$1,039,658 QoQ

Shares Held

6,711

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,237

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Jun 30, 2026

CallValue

$83,126

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Prosperity Consulting Group, LLC holds $4,751,662 across 5 Healthcare Plans names. UNH ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,711	$2,789,292
2	CI	Cigna Group	3,024	$833,656
3	ELV	Elevance Health, Inc.	1,200	$464,076
4	CVS	CVS HEALTH Corp	4,382	$453,317
5	HUM	Humana Inc	532	$211,321

All Filings in UNH

Export CSV

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,789,292	6,711	+3.8%	Shares	Sole	2026-08-13
2026-06-30	$83,126	200	0.0%	Call	Sole	2026-08-13
2026-03-31	$54,118	200	—	Call	Sole	2026-05-05
2026-03-31	$1,749,634	6,466	-7.5%	Shares	Sole	2026-05-05
2025-12-31	$2,308,789	6,994	-19.1%	Shares	Sole	2026-02-17
2025-09-30	$2,984,082	8,642	-18.5%	Shares	Sole	2025-11-14
2025-06-30	$3,309,689	10,609	-10.3%	Shares	Sole	2025-08-05
2025-03-31	$6,193,343	11,825	-5.7%	Shares	Sole	2025-05-07
2024-12-31	$6,340,955	12,535	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$7,302,068	12,489	+216.3%	Shares	Sole	2024-10-15
2024-06-30	$2,010,558	3,948	-1.0%	Shares	Sole	2024-08-08
2024-03-31	$1,972,368	3,987	-7.0%	Shares	Sole	2024-05-01
2023-12-31	$2,256,450	4,286	+14.3%	Shares	Sole	2024-02-13
2023-09-30	$1,890,208	3,749	+224.3%	Shares	Sole	2023-11-14
2023-06-30	$555,619	1,156	-1.5%	Shares	Sole	2023-07-25
2023-03-31	$554,820	1,174	-21.6%	Shares	Sole	2023-04-24
2022-12-31	$794,209	1,498	+0.6%	Shares	Sole	2023-02-08
2022-09-30	$752,004	1,489	-2.9%	Shares	Sole	2022-10-17
2022-06-30	$787,908	1,534	-0.4%	Shares	Sole	2022-07-25
2022-03-31	$785,353	1,540	+0.1%	Shares	Sole	2022-04-19
2021-12-31	$772,291	1,538	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.