Legacy Capital Wealth Partners’s UnitedHealth UNH Stock Holding History

Legacy Capital Wealth Partners’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	$435K	Buy	1,606 +20	+1%	+$5.96K	0.09%	226
2025 Q4	$523K	Sell	1,586 -876	-36%	-$297K	0.11%	190
2025 Q3	$850K	Sell	2,462 -1,099	-31%	-$332K	0.18%	111
2025 Q2	$1.11M	Buy	3,561 +154	+5%	+$58.9K	0.25%	80
2025 Q1	$1.78M	Sell	3,407 -294	-8%	-$150K	0.44%	35
2024 Q4	$1.87M	Sell	3,701 -3,721	-50%	-$2.11M	0.46%	34
2024 Q3	$4.34M	Buy	7,422 +3,475	+88%	+$1.97M	0.87%	21
2024 Q2	$2.01M	Buy	+3,947	New	+$1.93M	0.51%	32
2024 Q1	–	Sell	-3,675	Closed	-$1.93M	–	331
2023 Q4	$1.93M	Sell	3,675 -51	-1%	-$27.2K	0.55%	37
2023 Q3	$1.88M	Buy	+3,726	New	+$1.83M	0.52%	37
2023 Q2	–	Sell	-3,438	Closed	-$1.62M	–	231
2023 Q1	$1.62M	Buy	+3,438	New	+$1.66M	0.44%	40
2021 Q2	–	Sell	-571	Closed	-$212K	–	78
2021 Q1	$212K	Buy	+571	New	+$198K	0.09%	76

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Capital Wealth Partners's UNH Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its UnitedHealth (UNH) stake by 1.3% in Q1 2026, buying an estimated $5.96K and bringing the position to 1,606 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #226.

Legacy Capital Wealth Partners first reported a position in UNH in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.34M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Legacy Capital Wealth Partners held 1,606 shares of UnitedHealth worth $435K as of Q1 2026.
Legacy Capital Wealth Partners bought 20 UnitedHealth shares in Q1 2026, an estimated $5.96K.
UnitedHealth made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #226 holding.
Legacy Capital Wealth Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's UnitedHealth position peaked at $4.34M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.