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Orion Investment Company’s UnitedHealth UNH Stock Holding History

Orion Investment Company’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
2025
Q3 		– Sell
-1,100
Closed -$343K – 72
2025
Q2 		$343K Hold
1,100
– – 0.12% 61
2025
Q1 		$576K Hold
1,100
– – 0.24% 48
2024
Q4 		$556K Hold
1,100
– – 0.22% 43
2024
Q3 		$643K Hold
1,100
– – 0.25% 41
2024
Q2 		$560K Buy
+1,100
New +$539K 0.22% 42

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Investment Company's UNH Position: Q3 2025 in Review

Orion Investment Company sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,100 shares — an estimated $343K sold.

Orion Investment Company first reported a position in UNH in Q2 2024 and held it in 5 quarters. The position peaked at $643K in Q3 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Orion Investment Company reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Orion Investment Company sold 1,100 UnitedHealth shares in Q3 2025, an estimated $343K.
  • Orion Investment Company first reported a position in UnitedHealth in Q2 2024 and held it in 5 quarters.
  • Orion Investment Company's UnitedHealth position peaked at $643K in Q3 2024.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Orion Investment Company's 13F filing for Q3 2025, filed 13 Nov 2025.