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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Capital Management's UNH Position: Q1 2026 in Review

Orion Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 4 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Orion Capital Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $403K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Orion Capital Management held 4 shares of UnitedHealth worth $1.08K as of Q1 2026.
Orion Capital Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #460 holding.
Orion Capital Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Orion Capital Management's UnitedHealth position peaked at $403K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.