OPS
UNH icon

Orion Portfolio Solutions’s UnitedHealth UNH Stock Holding History

Orion Portfolio Solutions’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
Q1 		$46.1M Buy
88,073
+1,167
+1% +$597K 0.45% 34
2024
Q4 		$44M Sell
86,906
-2,861
-3% -$1.63M 0.44% 39
2024
Q3 		$52.5M Sell
89,767
-5,588
-6% -$3.16M 0.52% 30
2024
Q2 		$48.6M Buy
95,355
+2,126
+2% +$1.04M 0.51% 29
2024
Q1 		$46.1M Buy
93,229
+1,504
+2% +$765K 0.49% 28
2023
Q4 		$49.2M Buy
91,725
+462
+0.5% +$246K 0.57% 27
2023
Q3 		$46M Buy
91,263
+968
+1% +$476K 0.56% 27
2023
Q2 		$41.8M Sell
90,295
-356
-0.4% -$174K 0.45% 32
2023
Q1 		$42.8M Buy
90,651
+69,886
+337% +$33.7M 0.53% 30
2022
Q4 		$11M Buy
20,765
+1,072
+5% +$568K 0.39% 39
2022
Q3 		$9.95M Buy
19,693
+1,011
+5% +$532K 0.39% 36
2022
Q2 		$9.6M Sell
18,682
-2,561
-12% -$1.29M 0.38% 40
2022
Q1 		$10.8M Buy
21,243
+1,733
+9% +$836K 0.38% 42
2021
Q4 		$9.8M Buy
19,510
+1,613
+9% +$730K 0.33% 52
2021
Q3 		$6.99M Buy
17,897
+2,914
+19% +$1.21M 0.26% 59
2021
Q2 		$6M Buy
14,983
+2,023
+16% +$807K 0.24% 63
2021
Q1 		$4.82M Buy
12,960
+2,523
+24% +$874K 0.21% 68
2020
Q4 		$3.66M Buy
10,437
+2,768
+36% +$928K 0.17% 89
2020
Q3 		$2.39M Buy
7,669
+3,993
+109% +$1.23M 0.12% 105
2020
Q2 		$1.08M Buy
3,676
+869
+31% +$249K 0.06% 147
2020
Q1 		$700K Sell
2,807
-394
-12% -$108K 0.05% 163
2019
Q4 		$941K Buy
+3,201
New +$837K 0.07% 139

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Portfolio Solutions's UNH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its UnitedHealth (UNH) stake by 1.3% in Q1 2025, buying an estimated $597K and bringing the position to 88,073 shares worth $46.1M. The position accounts for 0.45% of the portfolio, ranked #34.

Orion Portfolio Solutions first reported a position in UNH in Q4 2019 and has held it in 22 quarters since. The position peaked at $52.5M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Orion Portfolio Solutions held 88,073 shares of UnitedHealth worth $46.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,167 UnitedHealth shares in Q1 2025, an estimated $597K.
  • UnitedHealth made up 0.45% of Orion Portfolio Solutions's portfolio in Q1 2025, its #34 holding.
  • Orion Portfolio Solutions first reported a position in UnitedHealth in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's UnitedHealth position peaked at $52.5M in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.