Orgel Wealth Management
UNH icon

Orgel Wealth Management’s UnitedHealth UNH Stock Holding History

Orgel Wealth Management’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
Q3 		$207K Hold
565
– – ﹤0.01% 111
2026
Q2 		$235K Buy
+565
New +$209K ﹤0.01% 107
2025
Q2 		– Sell
-495
Closed -$259K – 91
2025
Q1 		$259K Sell
495
-6
-1% -$3.07K 0.01% 74
2024
Q4 		$253K Buy
501
+6
+1% +$3.41K 0.01% 80
2024
Q3 		$289K Sell
495
-18
-4% -$10.2K 0.01% 70
2024
Q2 		$261K Buy
513
+23
+5% +$11.3K 0.01% 69
2024
Q1 		$242K Sell
490
-93
-16% -$47.3K 0.01% 75
2023
Q4 		$307K Buy
583
+93
+19% +$49.6K 0.01% 69
2023
Q3 		$247K Hold
490
– – 0.01% 72
2023
Q2 		$236K Hold
490
– – 0.01% 69
2023
Q1 		$232K Sell
490
-157
-24% -$75.8K 0.01% 66
2022
Q4 		$343K Sell
647
-80
-11% -$42.4K 0.01% 58
2022
Q3 		$367K Buy
727
+75
+12% +$39.4K 0.02% 51
2022
Q2 		$335K Sell
652
-100
-13% -$50.2K 0.02% 49
2022
Q1 		$383K Sell
752
-67
-8% -$32.3K 0.03% 42
2021
Q4 		$411K Hold
819
– – 0.04% 38
2021
Q3 		$320K Buy
819
+55
+7% +$22.8K 0.04% 40
2021
Q2 		$306K Hold
764
– – 0.04% 41
2021
Q1 		$284K Sell
764
-138
-15% -$47.8K 0.04% 42
2020
Q4 		$316K Buy
902
+150
+20% +$50.3K 0.06% 32
2020
Q3 		$234K Hold
752
– – 0.07% 48
2020
Q2 		$222K Buy
+752
New +$215K 0.08% 44
2020
Q1 		– Sell
-752
Closed -$221K – 54
2019
Q4 		$221K Buy
+752
New +$197K 0.06% 47

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Orgel Wealth Management's UNH Position: Q3 2026 in Review

Orgel Wealth Management held its UnitedHealth (UNH) position steady in Q3 2026 at 565 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #111.

Orgel Wealth Management first reported a position in UNH in Q4 2019 and has held it in 23 quarters since. The position peaked at $411K in Q4 2021. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Orgel Wealth Management held 565 shares of UnitedHealth worth $207K as of Q3 2026.
  • Orgel Wealth Management left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up ﹤0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Orgel Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 23 quarters since.
  • Orgel Wealth Management's UnitedHealth position peaked at $411K in Q4 2021.
  • 2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.