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 Q2	$238K	Sell	573 -1,033	-64%	-$383K	0.05%	338
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Legacy Capital Wealth Partners reduced its UnitedHealth (UNH) stake by 64% in Q2 2026, selling an estimated $383K and leaving 573 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #338.

Legacy Capital Wealth Partners first reported a position in UNH in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.34M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Legacy Capital Wealth Partners held 573 shares of UnitedHealth worth $238K as of Q2 2026.
Legacy Capital Wealth Partners sold 1,033 UnitedHealth shares in Q2 2026, an estimated $383K.
UnitedHealth made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #338 holding.
Legacy Capital Wealth Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's UnitedHealth position peaked at $4.34M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.