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Prosperity Financial Group, Inc.

SEC CIK
0001991334
Latest filing
Jul 28, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Prosperity Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
2,694
Value
$1.12M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of UNH by Prosperity Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,694$1.12M0.3%+17+0.6%AddedHolders
Q1 20262,677$724.4K0.3%+129+5.1%AddedHolders
Q4 20252,548$841.1K0.3%+103+4.2%AddedHolders
Q3 20252,445$844.3K0.3%+173+7.6%AddedHolders
Q2 20252,272$708.8K0.3%+352+18.3%AddedHolders
Q1 20251,920$1.01M0.5%+12+0.6%AddedHolders
Q4 20241,908$965.0K0.5%+175+10.1%AddedHolders
Q3 20241,733$1.01M0.6%−300−14.8%ReducedHolders
Q2 20242,033$1.04M0.7%+41+2.1%AddedHolders
Q1 20241,992$985.6K0.6%+121+6.5%AddedHolders
Q4 20231,871$985.1K0.7%−43−2.2%ReducedHolders
Q3 20231,914$965.0K0.8%+28+1.5%AddedHolders
Q2 20231,886$906.5K0.8%+87+4.8%AddedHolders
Q1 20231,799$850.2K0.9%+6+0.3%AddedHolders
Q4 20221,793$950.6K1.0%–No prior filingHolders