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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
Q2 		$1.48M Buy
3,560
+1,057
+42% +$392K 0.07% 174
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aprio Wealth Management's UNH Position: Q2 2026 in Review

Aprio Wealth Management increased its UnitedHealth (UNH) stake by 42% in Q2 2026, buying an estimated $392K and bringing the position to 3,560 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #174.

Aprio Wealth Management first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aprio Wealth Management held 3,560 shares of UnitedHealth worth $1.48M as of Q2 2026.
  • Aprio Wealth Management bought 1,057 UnitedHealth shares in Q2 2026, an estimated $392K.
  • UnitedHealth made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Aprio Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.