ORG Wealth Partners’s UnitedHealth UNH Stock Holding History

ORG Wealth 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
2026 Q2	$24.5K	Sell	59 -1,063	-95%	-$394K	﹤0.01%	416
2026 Q1	$304K	Buy	1,122 +1,056	+1,600%	+$314K	0.06%	176
2025 Q4	$21.8K	Hold	66	–	–	0.01%	392
2025 Q3	$22.8K	Sell	66 -67	-50%	-$20.3K	﹤0.01%	385
2025 Q2	$43.7K	Sell	133 -638	-83%	-$244K	0.01%	336
2025 Q1	$405K	Buy	771 +241	+45%	+$123K	0.12%	139
2024 Q4	$268K	Sell	530 -246	-32%	-$140K	0.08%	105
2024 Q3	$454K	Buy	+776	New	+$439K	0.15%	70

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ORG Wealth Partners's UNH Position: Q2 2026 in Review

ORG Wealth Partners reduced its UnitedHealth (UNH) stake by 95% in Q2 2026, selling an estimated $394K and leaving 59 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

ORG Wealth Partners first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $454K in Q3 2024. 1,828 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

ORG Wealth Partners held 59 shares of UnitedHealth worth $24.5K as of Q2 2026.
ORG Wealth Partners sold 1,063 UnitedHealth shares in Q2 2026, an estimated $394K.
UnitedHealth made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #416 holding.
ORG Wealth Partners first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's UnitedHealth position peaked at $454K in Q3 2024.
1,828 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.