ORC
UNH icon

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
Q2 		$453K Buy
1,089
+1
+0.1% +$371 0.16% 113
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

O'Rourke & Company's UNH Position: Q2 2026 in Review

O'Rourke & Company increased its UnitedHealth (UNH) stake by 0.09% in Q2 2026, buying an estimated $371 and bringing the position to 1,089 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #113.

O'Rourke & Company first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • O'Rourke & Company held 1,089 shares of UnitedHealth worth $453K as of Q2 2026.
  • O'Rourke & Company bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.16% of O'Rourke & Company's portfolio in Q2 2026, its #113 holding.
  • O'Rourke & Company first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.