Legacy Bridge’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 | $6.65K | Hold |
16
| – | – | ﹤0.01% | 285 |
|
|
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
Legacy Bridge's UNH Position: Q2 2026 in Review
Legacy Bridge held its UnitedHealth (UNH) position steady in Q2 2026 at 16 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #285.
Legacy Bridge first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.8M in Q1 2022. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Legacy Bridge held 16 shares of UnitedHealth worth $6.65K as of Q2 2026.
- Legacy Bridge left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #285 holding.
- Legacy Bridge first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
- Legacy Bridge's UnitedHealth position peaked at $1.8M in Q1 2022.
- 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.