Apexium Financial’s UnitedHealth UNH Stock Holding History

Apexium Financial’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.53M	Sell	4,439 -377	-8%	-$114K	0.07%	100
2025 Q2	$1.5M	Sell	4,816 -219	-4%	-$83.7K	0.08%	99
2025 Q1	$2.64M	Buy	5,035 +141	+3%	+$72.1K	0.16%	66
2024 Q4	$2.48M	Sell	4,894 -127	-3%	-$72.2K	0.15%	65
2024 Q3	$2.94M	Sell	5,021 -13	-0.3%	-$7.35K	0.19%	50
2024 Q2	$2.56M	Sell	5,034 -25	-0.5%	-$12.3K	0.18%	49
2024 Q1	$2.5M	Buy	5,059 +32	+0.6%	+$16.3K	0.19%	52
2023 Q4	$2.65M	Buy	5,027 +210	+4%	+$112K	0.19%	59
2023 Q3	$2.43M	Sell	4,817 -38	-0.8%	-$18.7K	0.24%	48
2023 Q2	$2.33M	Hold	4,855	–	–	0.21%	51
2023 Q1	$2.29M	Sell	4,855 -44	-0.9%	-$21.2K	0.23%	49
2022 Q4	$2.6M	Buy	4,899 +3,733	+320%	+$1.98M	0.27%	43
2022 Q3	$589K	Buy	+1,166	New	+$613K	0.07%	104

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's UNH Position: Q3 2025 in Review

Apexium Financial reduced its UnitedHealth (UNH) stake by 7.8% in Q3 2025, selling an estimated $114K and leaving 4,439 shares worth $1.53M. The position accounts for 0.07% of the portfolio, ranked #100.

Apexium Financial first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.94M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Apexium Financial held 4,439 shares of UnitedHealth worth $1.53M as of Q3 2025.
Apexium Financial sold 377 UnitedHealth shares in Q3 2025, an estimated $114K.
UnitedHealth made up 0.07% of Apexium Financial's portfolio in Q3 2025, its #100 holding.
Apexium Financial first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's UnitedHealth position peaked at $2.94M in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.