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Legacy Advisors’s UnitedHealth UNH Stock Holding History

Legacy Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$1.38K – 293
2025
Q3 		$1.38K Buy
+100
New +$30.2K ﹤0.01% 252

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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.