Legacy Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $575K | Buy |
1,384
+297
| +27% | +$110K | 0.05% | 174 |
|
|
2026
Q1 | $294K | Sell |
1,087
-211
| -16% | -$62.8K | 0.03% | 212 |
|
|
2025
Q4 | $428K | Buy |
1,298
+306
| +31% | +$104K | 0.05% | 178 |
|
|
2025
Q3 | $343K | Buy |
+992
| New | +$300K | 0.04% | 189 |
|
|
2025
Q2 | – | Sell |
-11,397
| Closed | -$5.97M | – | 377 |
|
|
2025
Q1 | $5.97M | Sell |
11,397
-1,034
| -8% | -$529K | 0.61% | 28 |
|
|
2024
Q4 | $6.29M | Sell |
12,431
-34
| -0.3% | -$19.3K | 0.61% | 28 |
|
|
2024
Q3 | $7.29M | Buy |
12,465
+909
| +8% | +$514K | 0.79% | 24 |
|
|
2024
Q2 | $5.89M | Sell |
11,556
-527
| -4% | -$258K | 0.72% | 23 |
|
|
2024
Q1 | $5.98M | Sell |
12,083
-2,659
| -18% | -$1.35M | 0.76% | 21 |
|
|
2023
Q4 | $7.76M | Sell |
14,742
-925
| -6% | -$493K | 1% | 20 |
|
|
2023
Q3 | $7.9M | Buy |
15,667
+1,062
| +7% | +$523K | 1.27% | 13 |
|
|
2023
Q2 | $7.02M | Sell |
14,605
-169
| -1% | -$82.6K | 1.04% | 15 |
|
|
2023
Q1 | $6.98M | Buy |
14,774
+2,172
| +17% | +$1.05M | 1.29% | 13 |
|
|
2022
Q4 | $6.68M | Buy |
12,602
+2,164
| +21% | +$1.15M | 1.22% | 11 |
|
|
2022
Q3 | $5.27M | Buy |
10,438
+829
| +9% | +$436K | 1.16% | 11 |
|
|
2022
Q2 | $4.93M | Buy |
9,609
+371
| +4% | +$186K | 1.04% | 11 |
|
|
2022
Q1 | $4.71M | Buy |
9,238
+8,611
| +1,373% | +$4.15M | 0.91% | 15 |
|
|
2021
Q4 | $315K | Buy |
627
+49
| +8% | +$22.2K | 0.12% | 92 |
|
|
2021
Q3 | $226K | Buy |
578
+23
| +4% | +$9.53K | 0.09% | 115 |
|
|
2021
Q2 | $222K | Sell |
555
-51
| -8% | -$20.3K | 0.09% | 113 |
|
|
2021
Q1 | $225K | Hold |
606
| – | – | 0.1% | 109 |
|
|
2020
Q4 | $213K | Buy |
+606
| New | +$203K | 0.12% | 103 |
|
|
2020
Q1 | – | Sell |
-760
| Closed | -$223K | – | 132 |
|
|
2019
Q4 | $223K | Buy |
+760
| New | +$199K | 0.14% | 122 |
|
|
2019
Q3 | – | Sell |
-606
| Closed | -$148K | – | 309 |
|
|
2019
Q2 | $148K | Sell |
606
-1,420
| -70% | -$342K | 0.1% | 128 |
|
|
2019
Q1 | $500K | Buy |
2,026
+600
| +42% | +$153K | 0.16% | 105 |
|
|
2018
Q4 | $355K | Sell |
1,426
-4,582
| -76% | -$1.21M | 0.27% | 77 |
|
|
2018
Q3 | $1.6M | Buy |
6,008
+5,755
| +2,275% | +$1.5M | 0.79% | 37 |
|
|
2018
Q2 | $62K | Hold |
253
| – | – | 0.05% | 170 |
|
|
2018
Q1 | $57K | Sell |
253
-548
| -68% | -$125K | 0.04% | 152 |
|
|
2017
Q4 | $176K | Buy |
801
+677
| +546% | +$143K | 0.17% | 61 |
|
|
2017
Q3 | $24K | Buy |
+124
| New | +$24K | 0.03% | 152 |
|
|
2017
Q1 | – | Sell |
-262
| Closed | -$41K | – | 223 |
|
|
2016
Q4 | $41K | Buy |
+262
| New | +$39.1K | 0.06% | 107 |
|
Other funds holding UNH
LMFP
PAM
DC
Legacy Advisors's UNH Position: Q2 2026 in Review
Legacy Advisors increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $110K and bringing the position to 1,384 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #174.
Legacy Advisors first reported a position in UNH in Q4 2016 and has held it in 32 quarters since. The position peaked at $7.9M in Q3 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Legacy Advisors held 1,384 shares of UnitedHealth worth $575K as of Q2 2026.
- Legacy Advisors bought 297 UnitedHealth shares in Q2 2026, an estimated $110K.
- UnitedHealth made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #174 holding.
- Legacy Advisors first reported a position in UnitedHealth in Q4 2016 and has held it in 32 quarters since.
- Legacy Advisors's UnitedHealth position peaked at $7.9M in Q3 2023.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.