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Orleans Capital Management’s UnitedHealth UNH Stock Holding History

Orleans 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 		– Sell
-651
Closed -$215K – 125
2025
Q4 		$215K Buy
+651
New +$221K 0.13% 113
2025
Q2 		– Sell
-6,631
Closed -$3.47M – 112
2025
Q1 		$3.47M Sell
6,631
-208
-3% -$106K 2.04% 13
2024
Q4 		$3.65M Sell
6,839
-470
-6% -$267K 2.04% 13
2024
Q3 		$4.27M Sell
7,309
-90
-1% -$50.9K 2.43% 9
2024
Q2 		$3.77M Sell
7,399
-633
-8% -$310K 2.4% 8
2024
Q1 		$3.97M Sell
8,032
-1,040
-11% -$529K 2.61% 8
2023
Q4 		$4.78M Buy
9,072
+220
+2% +$117K 3.21% 5
2023
Q3 		$4.46M Buy
8,852
+25
+0.3% +$12.3K 3.32% 6
2023
Q2 		$4.24M Sell
8,827
-125
-1% -$61.1K 3.01% 6
2023
Q1 		$4.23M Sell
8,952
-150
-2% -$72.4K 3.12% 7
2022
Q4 		$4.83M Hold
9,102
– – 3.69% 7
2022
Q3 		$4.6M Sell
9,102
-245
-3% -$129K 3.84% 5
2022
Q2 		$4.8M Sell
9,347
-20
-0.2% -$10K 3.59% 5
2022
Q1 		$4.78M Sell
9,367
-35
-0.4% -$16.9K 2.97% 6
2021
Q4 		$4.72M Buy
9,402
+75
+0.8% +$34K 2.68% 10
2021
Q3 		$3.64M Sell
9,327
-10
-0.1% -$4.14K 2.33% 11
2021
Q2 		$3.74M Sell
9,337
-165
-2% -$65.8K 2.39% 13
2021
Q1 		$3.54M Buy
9,502
+50
+0.5% +$17.3K 2.4% 13
2020
Q4 		$3.31M Sell
9,452
-145
-2% -$48.6K 2.38% 13
2020
Q3 		$2.99M Sell
9,597
-25
-0.3% -$7.68K 2.28% 14
2020
Q2 		$2.84M Buy
+9,622
New +$2.76M 2.32% 11
2020
Q1 		– Sell
-9,480
Closed -$2.79M – 85
2019
Q4 		$2.79M Buy
9,480
+20
+0.2% +$5.23K 1.96% 20
2019
Q3 		$2.06M Sell
9,460
-200
-2% -$48.3K 1.52% 28
2019
Q2 		$2.36M Sell
9,660
-1,707
-15% -$411K 1.77% 23
2019
Q1 		$2.81M Sell
11,367
-250
-2% -$63.8K 2.16% 13
2018
Q4 		$2.89M Buy
11,617
+300
+3% +$79.2K 2.7% 11
2018
Q3 		$3.01M Sell
11,317
-105
-0.9% -$27.3K 2.07% 15
2018
Q2 		$2.8M Buy
11,422
+5
+0% +$1.2K 2.02% 16
2018
Q1 		$2.44M Sell
11,417
-107
-0.9% -$24.4K 1.79% 22
2017
Q4 		$2.54M Buy
11,524
+250
+2% +$53K 1.81% 25
2017
Q3 		$2.21M Sell
11,274
-901
-7% -$174K 1.65% 29
2017
Q2 		$2.26M Sell
12,175
-50
-0.4% -$8.77K 1.6% 30
2017
Q1 		$2M Buy
12,225
+840
+7% +$138K 1.4% 32
2016
Q4 		$1.82M Buy
11,385
+100
+0.9% +$14.9K 1.3% 34
2016
Q3 		$1.58M Hold
11,285
– – 1.1% 42
2016
Q2 		$1.59M Buy
11,285
+1,200
+12% +$160K 1.11% 40
2016
Q1 		$1.3M Sell
10,085
-25
-0.2% -$2.96K 0.98% 46
2015
Q4 		$1.19M Buy
10,110
+5,035
+99% +$588K 0.92% 52
2015
Q3 		$589K Buy
+5,075
New +$607K 0.47% 63

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Orleans Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 651 shares — an estimated $215K sold.

Orleans Capital Management first reported a position in UNH in Q3 2015 and held it in 39 quarters. The position peaked at $4.83M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Orleans Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Orleans Capital Management sold 651 UnitedHealth shares in Q1 2026, an estimated $215K.
  • Orleans Capital Management first reported a position in UnitedHealth in Q3 2015 and held it in 39 quarters.
  • Orleans Capital Management's UnitedHealth position peaked at $4.83M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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