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O'Rourke & Company’s UnitedHealth UNH Stock Holding History

O'Rourke & 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
2026
Q1 		$294K Buy
1,088
+291
+37% +$86.7K 0.12% 137
2025
Q4 		$263K Buy
797
+183
+30% +$62K 0.1% 145
2025
Q3 		$212K Buy
+614
New +$186K 0.09% 155

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

O'Rourke & Company's UNH Position: Q1 2026 in Review

O'Rourke & Company increased its UnitedHealth (UNH) stake by 37% in Q1 2026, buying an estimated $86.7K and bringing the position to 1,088 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #137.

O'Rourke & Company first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • O'Rourke & Company held 1,088 shares of UnitedHealth worth $294K as of Q1 2026.
  • O'Rourke & Company bought 291 UnitedHealth shares in Q1 2026, an estimated $86.7K.
  • UnitedHealth made up 0.12% of O'Rourke & Company's portfolio in Q1 2026, its #137 holding.
  • O'Rourke & Company first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.