Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,291,778
+$374,478 QoQ
Shares Held
3,108
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,650
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Orange Investment Advisors, Inc. holds $1,647,025 across 2 Healthcare Plans names. UNH ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,108 | $1,291,778 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,434 | $355,247 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,778 | 3,108 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $917,300 | 3,390 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,002,060 | 18,182 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,603,862 | 19,125 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,051,594 | 19,398 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,948,147 | 24,722 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $13,295,518 | 26,283 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $14,117,683 | 24,146 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,787,977 | 19,220 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $9,315,201 | 18,830 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $9,478,565 | 18,004 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $9,850,360 | 19,537 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,205,429 | 21,233 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $10,232,046 | 21,651 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $12,248,218 | 23,102 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,590,162 | 22,949 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $10,898,714 | 21,219 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $10,974,554 | 21,520 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,935,604 | 21,778 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $8,507,191 | 21,772 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,860,135 | 22,126 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $8,854,521 | 23,798 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $8,273,593 | 23,593 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $7,349,354 | 23,573 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,942,828 | 23,539 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $5,950,954 | 23,863 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||