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ORG Partners’s UnitedHealth UNH Stock Holding History

ORG Partners’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
2025
Q4 		$641K Buy
1,941
+1,026
+112% +$348K 0.11% 171
2025
Q3 		$316K Sell
915
-270
-23% -$81.7K 0.06% 263
2025
Q2 		$387K Buy
1,185
+15
+1% +$5.73K 0.08% 214
2025
Q1 		$665K Sell
1,170
-969
-45% -$495K 0.16% 116
2024
Q4 		$1.09M Buy
2,139
+273
+15% +$155K 0.15% 110
2024
Q3 		$1.09M Sell
1,866
-624
-25% -$353K 0.18% 99
2024
Q2 		$1.23M Buy
2,490
+2,338
+1,538% +$1.15M 0.15% 128
2024
Q1 		$75.1K Sell
152
-1,843
-92% -$937K 0.14% 97
2023
Q4 		$1.05M Buy
1,995
+604
+43% +$322K 0.18% 109
2023
Q3 		$702K Sell
1,391
-578
-29% -$284K 0.21% 115
2023
Q2 		$943K Buy
+1,969
New +$963K 0.15% 128

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ORG Partners's UNH Position: Q4 2025 in Review

ORG Partners increased its UnitedHealth (UNH) stake by 112% in Q4 2025, buying an estimated $348K and bringing the position to 1,941 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #171.

ORG Partners first reported a position in UNH in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q2 2024. 3,308 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • ORG Partners held 1,941 shares of UnitedHealth worth $641K as of Q4 2025.
  • ORG Partners bought 1,026 UnitedHealth shares in Q4 2025, an estimated $348K.
  • UnitedHealth made up 0.11% of ORG Partners's portfolio in Q4 2025, its #171 holding.
  • ORG Partners first reported a position in UnitedHealth in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's UnitedHealth position peaked at $1.23M in Q2 2024.
  • 3,308 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.