Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,479,642
+$802,356 QoQ
Shares Held
3,560
+42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,582
of 3,353 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Aprio Wealth Management, LLC holds $3,068,178 across 4 Healthcare Plans names. UNH ranks #1 (48.2% of the industry book) .
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,642 | 3,560 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $677,286 | 2,503 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,031,593 | 3,125 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $719,950 | 2,085 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $628,931 | 2,016 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $770,436 | 1,471 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $676,334 | 1,337 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $674,720 | 1,154 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $496,528 | 975 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $472,438 | 955 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $363,790 | 691 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $366,041 | 726 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $261,468 | 544 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $312,854 | 662 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $343,556 | 648 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $320,195 | 634 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $358,000 | 697 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||