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UNH icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return