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UnitedHealth shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $675k 1.2k 584.63
2024-06-30 $497k 975 509.27
2024-03-31 $473k 955 494.78
2023-12-31 $364k 691 526.37
2023-09-30 $366k 726 503.87
2023-06-30 $262k 544 480.77
2023-03-31 $313k 662 472.51
2022-12-31 $344k 648 530.12
2022-09-30 $320k 634 504.73
2022-06-30 $358k 697 513.63