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Orion Porfolio Solutions, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on UNH, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 68,253 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,253 shares
    Change vs previous 13F +571 shares

    0.22% of the 13F portfolio, value $28,368,393.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,682 shares
    Change vs previous 13F -24,258 shares

    0.16% of the 13F portfolio, value $18,314,212.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 91,940 shares
    Change vs previous 13F -5,003 shares

    0.22% of the 13F portfolio, value $30,350,222.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,943 shares
    Change vs previous 13F +15,421 shares

    0.26% of the 13F portfolio, value $33,474,214.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 81,522 shares
    Change vs previous 13F -6,551 shares

    0.22% of the 13F portfolio, value $25,432,419.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 88,073 shares
    Change vs previous 13F +1,167 shares

    0.45% of the 13F portfolio, value $46,128,670.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,906 shares
    Change vs previous 13F -2,861 shares

    0.44% of the 13F portfolio, value $43,962,439.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 89,767 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $52,484,667.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).