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UnitedHealth shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in UnitedHealth

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All positions including UnitedHealth held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $303k 1.1k 270.00
2025-12-31 $22k 66 330.08
2025-09-30 $23k 66 345.29
2025-06-30 $0 133 0.00
2025-03-31 $403k 771 523.11
2024-12-31 $268k 530 505.80
2024-09-30 $454k 776 584.68