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Orion Capital Management’s UnitedHealth UNH Stock Holding History

Orion Capital 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 		$1.66K Hold
4
– – ﹤0.01% 480
2026
Q1 		$1.08K Hold
4
– – ﹤0.01% 460
2025
Q4 		$1.32K Hold
4
– – ﹤0.01% 473
2025
Q3 		$1.38K Hold
4
– – ﹤0.01% 499
2025
Q2 		$1.25K Sell
4
-135
-97% -$51.6K ﹤0.01% 456
2025
Q1 		$72.8K Sell
139
-520
-79% -$266K 0.03% 208
2024
Q4 		$333K Sell
659
-30
-4% -$17K 0.15% 90
2024
Q3 		$403K Hold
689
– – 0.2% 80
2024
Q2 		$351K Sell
689
-40
-5% -$19.6K 0.18% 81
2024
Q1 		$361K Sell
729
-34
-4% -$17.3K 0.19% 81
2023
Q4 		$402K Buy
763
+221
+41% +$118K 0.24% 78
2023
Q3 		$273K Buy
542
+7
+1% +$3.44K 0.18% 94
2023
Q2 		$257K Buy
535
+69
+15% +$33.7K 0.17% 104
2023
Q1 		$220K Buy
466
+60
+15% +$29K 0.15% 107
2022
Q4 		$215K Buy
406
+68
+20% +$36K 0.16% 104
2022
Q3 		$171K Buy
338
+93
+38% +$48.9K 0.14% 111
2022
Q2 		$126K Hold
245
– – 0.1% 128
2022
Q1 		$125K Hold
245
– – 0.08% 151
2021
Q4 		$123K Hold
245
– – 0.07% 153
2021
Q3 		$96K Buy
245
+25
+11% +$10.4K 0.06% 163
2021
Q2 		$88K Hold
220
– – 0.05% 156
2021
Q1 		$82K Buy
220
+70
+47% +$24.3K 0.06% 146
2020
Q4 		$53K Buy
+150
New +$50.3K 0.04% 153

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Orion Capital Management's UNH Position: Q2 2026 in Review

Orion Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 4 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Orion Capital Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $403K in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Orion Capital Management held 4 shares of UnitedHealth worth $1.66K as of Q2 2026.
  • Orion Capital Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #480 holding.
  • Orion Capital Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Orion Capital Management's UnitedHealth position peaked at $403K in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.