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
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |