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Legacy Capital Wealth Management’s UnitedHealth UNH Stock Holding History

Legacy Capital Wealth Management’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
Q2 		$232K Buy
+557
New +$206K 0.11% 68
2024
Q4 		$1.18M Buy
+2,333
New +$1.33M 1.17% 32

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legacy Capital Wealth Management's UNH Position: Q2 2026 in Review

Legacy Capital Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 557 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings. This is a return to the name: Legacy Capital Wealth Management previously reported a position in UNH as recently as Q4 2024.

Legacy Capital Wealth Management first reported a position in UNH in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Legacy Capital Wealth Management held 557 shares of UnitedHealth worth $232K as of Q2 2026.
  • UnitedHealth was a new Legacy Capital Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.11% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Legacy Capital Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 2 quarters since.
  • Legacy Capital Wealth Management's UnitedHealth position peaked at $1.18M in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.