ORBA Wealth Advisors’s UnitedHealth UNH Stock Holding History

ORBA Wealth Advisors’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	$1.08M	Sell	2,604 -489	-16%	-$181K	0.93%	31
2026 Q1	$837K	Sell	3,093 -70	-2%	-$20.8K	1%	32
2025 Q4	$1.04M	Sell	3,163 -532	-14%	-$180K	0.91%	32
2025 Q3	$1.28M	Sell	3,695 -15	-0.4%	-$4.54K	1.05%	28
2025 Q2	$1.16M	Buy	3,710 +348	+10%	+$133K	1.05%	28
2025 Q1	$1.76M	Sell	3,362 -120	-3%	-$61.3K	0.89%	33
2024 Q4	$1.76M	Hold	3,482	–	–	0.92%	33
2024 Q3	$2.04M	Buy	3,482 +37	+1%	+$20.9K	1.03%	30
2024 Q2	$1.75M	Buy	3,445 +138	+4%	+$67.6K	0.91%	30
2024 Q1	$1.64M	Hold	3,307	–	–	0.91%	30
2023 Q4	$1.74M	Buy	+3,307	New	+$1.76M	1.04%	29

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ORBA Wealth Advisors's UNH Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $181K and leaving 2,604 shares worth $1.08M. The position accounts for 0.93% of the portfolio, ranked #31.

ORBA Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

ORBA Wealth Advisors held 2,604 shares of UnitedHealth worth $1.08M as of Q2 2026.
ORBA Wealth Advisors sold 489 UnitedHealth shares in Q2 2026, an estimated $181K.
UnitedHealth made up 0.93% of ORBA Wealth Advisors's portfolio in Q2 2026, its #31 holding.
ORBA Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's UnitedHealth position peaked at $2.04M in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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