SEC 13F Intelligence

Orion Portfolio Solutions, LLC / UNH

Orion Portfolio Solutions, LLC’s Unitedhealth Group Inc Position

Does Orion Portfolio Solutions, LLC own Unitedhealth Group Inc (UNH)? Yes175.0K shares worth $90M (+0.45% of its 13F portfolio) as of Q1 2025, up from 86.9K shares the prior filed quarter.

Position Value
$90M
Q1 2025
Shares
175.0K
% of Portfolio
+0.45%
Quarters Held
22
currently held

Position History UNH

Reported value by quarter
Q4 ’19: $941,000Q4 ’19Q1 ’20: $700,000Q2 ’20: $1MQ3 ’20: $2MQ3 ’20Q4 ’20: $4MQ1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $7MQ4 ’21: $10MQ1 ’22: $11MQ1 ’22Q2 ’22: $10MQ3 ’22: $10MQ4 ’22: $11MQ4 ’22Q1 ’23: $2MQ2 ’23: $43MQ3 ’23: $46MQ3 ’23Q4 ’23: $49MQ1 ’24: $46MQ2 ’24: $49MQ2 ’24Q3 ’24: $52MQ4 ’24: $44MQ1 ’25: $90MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025175.0K$90M+0.45%
Q4 202486.9K$44M+0.44%
Q3 202489.8K$52M+0.52%
Q2 202495.4K$49M+0.51%
Q1 202493.2K$46M+0.49%
Q4 202391.7K$49M+0.57%
Q3 202391.3K$46M+0.56%
Q2 202390.7K$43M+0.53%
Q1 20234.9K$2M+0.05%
Q4 202220.8K$11M+0.39%
Q3 202219.7K$10M+0.39%
Q2 202218.7K$10M+0.38%
Q1 202221.2K$11M+0.38%
Q4 202119.5K$10M+0.33%
Q3 202117.9K$7M+0.26%
Q2 202115.0K$6M+0.24%
Q1 202113.0K$5M+0.21%
Q4 202010.4K$4M+0.17%
Q3 20207.7K$2M+0.12%
Q2 20203.7K$1M+0.06%
Q1 20202.8K$700,000+0.05%
Q4 20193.2K$941,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orion Portfolio Solutions, LLC’s full portfolio or all institutional holders of UNH.