Ogorek Anthony Joseph’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57K | Buy |
211
+52
| +33% | +$15.5K | 0.02% | 156 |
|
|
2025
Q4 | $52K | Sell |
159
-34
| -18% | -$11.5K | 0.01% | 161 |
|
|
2025
Q3 | $66K | Buy |
193
+78
| +68% | +$23.6K | 0.02% | 144 |
|
|
2025
Q2 | $35K | Sell |
115
-92
| -44% | -$35.2K | 0.01% | 194 |
|
|
2025
Q1 | $108K | Buy |
207
+86
| +71% | +$44K | 0.04% | 94 |
|
|
2024
Q4 | $61K | Hold |
121
| – | – | 0.02% | 105 |
|
|
2024
Q3 | $71K | Hold |
121
| – | – | 0.02% | 93 |
|
|
2024
Q2 | $61K | Hold |
121
| – | – | 0.02% | 94 |
|
|
2024
Q1 | $59K | Hold |
121
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $63K | Hold |
121
| – | – | 0.02% | 93 |
|
|
2023
Q3 | $61K | Hold |
121
| – | – | 0.02% | 104 |
|
|
2023
Q2 | $58K | Hold |
121
| – | – | 0.02% | 97 |
|
|
2023
Q1 | $57K | Hold |
121
| – | – | 0.02% | 96 |
|
|
2022
Q4 | $64K | Hold |
121
| – | – | 0.03% | 73 |
|
|
2022
Q3 | $61K | Hold |
121
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $62K | Hold |
121
| – | – | 0.03% | 69 |
|
|
2022
Q1 | $61K | Hold |
121
| – | – | 0.03% | 73 |
|
|
2021
Q4 | $60K | Hold |
121
| – | – | 0.03% | 74 |
|
|
2021
Q3 | $47K | Buy |
121
+43
| +55% | +$17.8K | 0.02% | 76 |
|
|
2021
Q2 | $31K | Hold |
78
| – | – | 0.01% | 98 |
|
|
2021
Q1 | $29K | Hold |
78
| – | – | 0.01% | 89 |
|
|
2020
Q4 | $27K | Hold |
78
| – | – | 0.01% | 78 |
|
|
2020
Q3 | $24K | Hold |
78
| – | – | 0.01% | 70 |
|
|
2020
Q2 | $23K | Hold |
78
| – | – | 0.02% | 69 |
|
|
2020
Q1 | $19K | Hold |
78
| – | – | 0.01% | 75 |
|
|
2019
Q4 | $22K | Buy |
78
+20
| +34% | +$5.23K | 0.01% | 79 |
|
|
2019
Q3 | $12K | Hold |
58
| – | – | 0.01% | 104 |
|
|
2019
Q2 | $14K | Sell |
58
-50
| -46% | -$12K | 0.01% | 95 |
|
|
2019
Q1 | $26K | Hold |
108
| – | – | 0.02% | 48 |
|
|
2018
Q4 | $26K | Hold |
108
| – | – | 0.02% | 44 |
|
|
2018
Q3 | $28K | Buy |
108
+50
| +86% | +$13K | 0.02% | 43 |
|
|
2018
Q2 | $14K | Hold |
58
| – | – | 0.01% | 72 |
|
|
2018
Q1 | $12K | Hold |
58
| – | – | 0.01% | 73 |
|
|
2017
Q4 | $12K | Buy |
+58
| New | +$12.3K | 0.01% | 66 |
|
Other funds holding UNH
VCM
VPM
Ogorek Anthony Joseph's UNH Position: Q1 2026 in Review
Ogorek Anthony Joseph increased its UnitedHealth (UNH) stake by 33% in Q1 2026, buying an estimated $15.5K and bringing the position to 211 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #156.
Ogorek Anthony Joseph first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $108K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Ogorek Anthony Joseph held 211 shares of UnitedHealth worth $57K as of Q1 2026.
- Ogorek Anthony Joseph bought 52 UnitedHealth shares in Q1 2026, an estimated $15.5K.
- UnitedHealth made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #156 holding.
- Ogorek Anthony Joseph first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Ogorek Anthony Joseph's UnitedHealth position peaked at $108K in Q1 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.