C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1965756 Westlake, OH

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$486,287

+$173,215 QoQ

Shares Held

1,170

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,335

of 3,349 holders

Holding Since

Dec 2022

15 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

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $923,466 across 2 Healthcare Plans names. UNH ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,170	$486,287
2	CVS	CVS HEALTH Corp	4,226	$437,179

All Filings in UNH

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15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$486,287	1,170	+1.1%	Shares	Sole	2026-07-20
2026-03-31	$313,072	1,157	-34.8%	Shares	Sole	2026-04-09
2025-12-31	$585,615	1,774	-39.7%	Shares	Sole	2026-01-20
2025-09-30	$1,015,527	2,941	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$919,999	2,949	-28.1%	Shares	Sole	2025-11-03
2025-03-31	$2,148,422	4,102	+3.4%	Shares	Sole	2025-05-12
2024-12-31	$2,007,758	3,969	+67.7%	Shares	Sole	2025-01-31
2024-09-30	$1,383,937	2,367	+11.2%	Shares	Sole	2024-10-08
2024-06-30	$1,084,214	2,129	-46.8%	Shares	Sole	2024-08-02
2024-03-31	$1,980,284	4,003	+103.7%	Shares	Sole	2024-05-03
2023-12-31	$1,034,513	1,965	+97.1%	Shares	Sole	2024-02-12
2023-09-30	$502,677	997	-0.8%	Shares	Sole	2023-11-02
2023-06-30	$483,043	1,005	-3.6%	Shares	Sole	2023-07-21
2023-03-31	$492,910	1,043	+4.1%	Shares	Defined	2023-05-05
2022-12-31	$531,240	1,002	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.