Aprio Wealth Management’s UnitedHealth UNH Stock Holding History

Aprio Wealth Management’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
2026 Q1	$677K	Sell	2,503 -622	-20%	-$185K	0.04%	275
2025 Q4	$1.03M	Buy	3,125 +1,040	+50%	+$352K	0.06%	191
2025 Q3	$720K	Buy	2,085 +69	+3%	+$20.9K	0.07%	161
2025 Q2	$629K	Buy	2,016 +545	+37%	+$208K	0.07%	161
2025 Q1	$770K	Buy	1,471 +134	+10%	+$68.5K	0.1%	132
2024 Q4	$676K	Buy	1,337 +183	+16%	+$104K	0.1%	114
2024 Q3	$675K	Buy	1,154 +179	+18%	+$101K	0.11%	103
2024 Q2	$497K	Buy	975 +20	+2%	+$9.8K	0.09%	109
2024 Q1	$473K	Buy	955 +264	+38%	+$134K	0.09%	105
2023 Q4	$364K	Sell	691 -35	-5%	-$18.7K	0.08%	114
2023 Q3	$366K	Buy	726 +182	+33%	+$89.6K	0.1%	99
2023 Q2	$262K	Sell	544 -118	-18%	-$57.7K	0.07%	121
2023 Q1	$313K	Buy	662 +14	+2%	+$6.76K	0.1%	95
2022 Q4	$344K	Buy	648 +14	+2%	+$7.42K	0.12%	80
2022 Q3	$320K	Sell	634 -63	-9%	-$33.1K	0.13%	72
2022 Q2	$358K	Buy	+697	New	+$350K	0.14%	59

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

T. Rowe Price Associates

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

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

Capital Research Global Investors

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