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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management's UNH Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 565 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #107 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in UNH as recently as Q1 2025.

Orgel Wealth Management first reported a position in UNH in Q4 2019 and has held it in 22 quarters since. The position peaked at $411K in Q4 2021. 543 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Orgel Wealth Management held 565 shares of UnitedHealth worth $235K as of Q2 2026.
  • UnitedHealth was a new Orgel Wealth Management position in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Orgel Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 22 quarters since.
  • Orgel Wealth Management's UnitedHealth position peaked at $411K in Q4 2021.
  • 543 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.