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
2024 Q4	$1.18M	Buy	+2,333	New	+$1.33M	1.17%	32

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Wealth Management's UNH Position: Q4 2024 in Review

Legacy Capital Wealth Management opened a new position in UnitedHealth (UNH) in Q4 2024: 2,333 shares worth $1.18M. The stake represents 1.17% of the portfolio and ranks #32 among its holdings.

3,676 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Legacy Capital Wealth Management held 2,333 shares of UnitedHealth worth $1.18M as of Q4 2024.
UnitedHealth was a new Legacy Capital Wealth Management position in Q4 2024.
UnitedHealth made up 1.17% of Legacy Capital Wealth Management's portfolio in Q4 2024, its #32 holding.
3,676 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Legacy Capital Wealth Management's 13F filing for Q4 2024, filed 4 Jun 2025.