Apriem Advisors’s UnitedHealth UNH Stock Holding History

Apriem Advisors’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 Q1	–	Sell	-759	Closed	-$384K	–	190
2024 Q4	$384K	Buy	+759	New	+$431K	0.04%	121
2024 Q3	–	Sell	-742	Closed	-$378K	–	185
2024 Q2	$378K	Buy	742 +5	+0.7%	+$2.45K	0.05%	120
2024 Q1	$365K	Buy	+737	New	+$375K	0.05%	125
2018 Q3	–	Sell	-232	Closed	-$57K	–	364
2018 Q2	$57K	Buy	+232	New	+$55.7K	0.01%	238
2017 Q2	–	Sell	-10	Closed	-$2K	–	518
2017 Q1	$2K	Sell	10 -278	-97%	-$45.5K	﹤0.01%	603
2016 Q4	$46K	Buy	288 +229	+388%	+$34.2K	0.01%	242
2016 Q3	$8K	Buy	59 +31	+111%	+$4.34K	﹤0.01%	430
2016 Q2	$4K	Hold	28	–	–	﹤0.01%	500
2016 Q1	$4K	Buy	+28	New	+$3.31K	﹤0.01%	476
2015 Q3	–	Sell	-100	Closed	-$12K	–	605
2015 Q2	$12K	Buy	+100	New	+$11.8K	﹤0.01%	399
2014 Q1	–	Sell	-75	Closed	-$6K	–	524
2013 Q4	$6K	Buy	+75	New	+$5.39K	﹤0.01%	405

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Apriem Advisors's UNH Position: Q1 2025 in Review

Apriem Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 759 shares — an estimated $384K sold.

Apriem Advisors first reported a position in UNH in Q4 2013 and held it in 11 quarters. The position peaked at $384K in Q4 2024. 3,612 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Apriem Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Apriem Advisors sold 759 UnitedHealth shares in Q1 2025, an estimated $384K.
Apriem Advisors first reported a position in UnitedHealth in Q4 2013 and held it in 11 quarters.
Apriem Advisors's UnitedHealth position peaked at $384K in Q4 2024.
3,612 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Apriem Advisors's 13F filing for Q1 2025, filed 15 May 2025.