UnitedHealth shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $235k | 565 | 415.63 |
| 2025-03-31 | $259k | 495 | 523.75 |
| 2024-12-31 | $253k | 501 | 505.86 |
| 2024-09-30 | $289k | 495 | 584.68 |
| 2024-06-30 | $261k | 513 | 509.26 |
| 2024-03-31 | $242k | 490 | 494.70 |
| 2023-12-31 | $307k | 583 | 526.47 |
| 2023-09-30 | $247k | 490 | 504.19 |
| 2023-06-30 | $236k | 490 | 480.64 |
| 2023-03-31 | $232k | 490 | 472.59 |
| 2022-12-31 | $343k | 647 | 530.18 |
| 2022-09-30 | $367k | 727 | 504.81 |
| 2022-06-30 | $335k | 652 | 513.80 |
| 2022-03-31 | $383k | 752 | 509.31 |
| 2021-12-31 | $411k | 819 | 501.83 |
| 2021-09-30 | $320k | 819 | 390.72 |
| 2021-06-30 | $306k | 764 | 400.52 |
| 2021-03-31 | $284k | 764 | 371.73 |
| 2020-12-31 | $316k | 902 | 350.33 |
| 2020-09-30 | $234k | 752 | 311.17 |
| 2020-06-30 | $222k | 752 | 295.21 |
| 2019-12-31 | $221k | 752 | 293.88 |