LB
UNH icon

Legacy Bridge’s UnitedHealth UNH Stock Holding History

Legacy Bridge’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
2026
Q1 		$4.33K Sell
16
-48
-75% -$14.3K ﹤0.01% 290
2025
Q4 		$21.1K Buy
64
+47
+276% +$15.9K 0.01% 252
2025
Q3 		$5.87K Buy
17
+10
+143% +$3.02K ﹤0.01% 271
2025
Q2 		$2.18K Buy
+7
New +$2.67K ﹤0.01% 281
2025
Q1 		– Sell
-2,968
Closed -$1.5M – 336
2024
Q4 		$1.5M Hold
2,968
– – 0.78% 46
2024
Q3 		$1.74M Buy
2,968
+6
+0.2% +$3.39K 0.93% 33
2024
Q2 		$1.51M Buy
2,962
+5
+0.2% +$2.45K 0.89% 38
2024
Q1 		$1.46M Sell
2,957
-3
-0.1% -$1.52K 0.86% 45
2023
Q4 		$1.56M Hold
2,960
– – 1.01% 27
2023
Q3 		$1.49M Sell
2,960
-50
-2% -$24.6K 1.06% 26
2023
Q2 		$1.45M Sell
3,010
-200
-6% -$97.8K 0.97% 34
2023
Q1 		$1.52M Sell
3,210
-100
-3% -$48.3K 1.06% 27
2022
Q4 		$1.75M Buy
3,310
+224
+7% +$119K 1.25% 10
2022
Q3 		$1.56M Sell
3,086
-285
-8% -$150K 1.24% 12
2022
Q2 		$1.73M Sell
3,371
-155
-4% -$77.8K 1.28% 10
2022
Q1 		$1.8M Hold
3,526
– – 1.05% 15
2021
Q4 		$1.77M Sell
3,526
-18
-0.5% -$8.15K 0.92% 26
2021
Q3 		$1.39M Buy
3,544
+30
+0.9% +$12.4K 0.8% 38
2021
Q2 		$1.41M Sell
3,514
-75
-2% -$29.9K 0.8% 41
2021
Q1 		$1.33M Buy
3,589
+255
+8% +$88.4K 0.86% 37
2020
Q4 		$1.17M Hold
3,334
– – 0.85% 39
2020
Q3 		$1.04M Buy
3,334
+100
+3% +$30.7K 0.95% 28
2020
Q2 		$954K Sell
3,234
-233
-7% -$66.8K 1.05% 21
2020
Q1 		$865K Sell
3,467
-25
-0.7% -$6.88K 1.09% 20
2019
Q4 		$1.03M Buy
3,492
+258
+8% +$67.5K 0.85% 31
2019
Q3 		$703K Sell
3,234
-133
-4% -$32.1K 0.67% 52
2019
Q2 		$822K Hold
3,367
– – 0.79% 38
2019
Q1 		$833K Buy
3,367
+60
+2% +$15.3K 0.86% 29
2018
Q4 		$824K Buy
+3,307
New +$874K 1.02% 18

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Bridge's UNH Position: Q1 2026 in Review

Legacy Bridge reduced its UnitedHealth (UNH) stake by 75% in Q1 2026, selling an estimated $14.3K and leaving 16 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Legacy Bridge first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.8M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Legacy Bridge held 16 shares of UnitedHealth worth $4.33K as of Q1 2026.
  • Legacy Bridge sold 48 UnitedHealth shares in Q1 2026, an estimated $14.3K.
  • UnitedHealth made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #290 holding.
  • Legacy Bridge first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Legacy Bridge's UnitedHealth position peaked at $1.8M in Q1 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.