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	–	519
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 $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

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

T. Rowe Price Associates

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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return