A detailed history of Org Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Org Wealth Partners, LLC holds 66 shares of UNH stock, worth $21,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares
66
Previous 133 50.38%
Holding current value
$21,154
Previous $41,000 46.34%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$237.77 - $353.61 $15,930 - $23,691
-67 Reduced 50.38%
66 $22,000
Q2 2025

Jul 16, 2025

SELL
$274.35 - $599.47 $175,035 - $382,461
-638 Reduced 82.75%
133 $41,000
Q1 2025

Apr 21, 2025

BUY
$461.52 - $548.18 $111,226 - $132,111
241 Added 45.47%
771 $403,000
Q4 2024

Jan 10, 2025

SELL
$485.52 - $625.25 $119,437 - $153,811
-246 Reduced 31.7%
530 $268,000
Q3 2024

Oct 11, 2024

BUY
$488.01 - $604.18 $378,695 - $468,843
776 New
776 $454 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $300B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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