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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q1 2025 holdings

Shares (Q1 2025)
88,073
Value
$46.1M
% of portfolio
0.5%
Quarters held
17
Since Q1 2021
Holdings of UNH by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202588,073$46.1M0.5%+1,167+1.3%AddedHolders
Q4 202486,906$44.0M0.4%−2,861−3.2%ReducedHolders
Q3 202489,767$52.5M0.5%−5,588−5.9%ReducedHolders
Q2 202495,355$48.6M0.5%+2,126+2.3%AddedHolders
Q1 202493,229$46.1M0.5%+1,504+1.6%AddedHolders
Q4 202391,725$49.2M0.6%+462+0.5%AddedHolders
Q3 202391,263$46.0M0.6%+968+1.1%AddedHolders
Q2 202390,295$41.8M0.4%−356−0.4%ReducedHolders
Q1 202390,651$42.8M0.5%+69,886+336.6%AddedHolders
Q4 202220,765$11.0M0.4%+1,072+5.4%AddedHolders
Q3 202219,693$9.95M0.4%+1,011+5.4%AddedHolders
Q2 202218,682$9.60M0.4%−2,561−12.1%ReducedHolders
Q1 202221,243$10.8M0.4%+1,733+8.9%AddedHolders
Q4 202119,510$9.80M0.3%+1,613+9.0%AddedHolders
Q3 202117,897$6.99M0.3%+2,914+19.4%AddedHolders
Q2 202114,983$6.00M0.2%+2,023+15.6%AddedHolders
Q1 202112,960$4.82M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.