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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by ORG Wealth Partners, 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 Q2 2026 holdings

Shares (Q2 2026)
59
Value
$24.5K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of UNH by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659$24.5K<0.1%−1,063−94.7%ReducedHolders
Q1 20261,122$303.6K0.1%+1,056+1,600.0%AddedHolders
Q4 202566$21.8K<0.1%00.0%UnchangedHolders
Q3 202566$22.8K<0.1%−67−50.4%ReducedHolders
Q2 2025133$43.7K<0.1%−638−82.7%ReducedHolders
Q1 2025771$404.6K0.1%+241+45.5%AddedHolders
Q4 2024530$268.5K0.1%−246−31.7%ReducedHolders
Q3 2024776$454.1K0.2%–No prior filingHolders