LEA
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Legacy Edge Advisors’s UnitedHealth UNH Stock Holding History

Legacy Edge Advisors’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 		$431K Buy
1,380
+362
+36% +$134K 0.06% 133
2026
Q1 		$275K Sell
1,018
-196
-16% -$58.4K 0.03% 190
2025
Q4 		$401K Buy
+1,214
New +$411K 0.04% 151

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Edge Advisors's UNH Position: Q2 2026 in Review

Legacy Edge Advisors increased its UnitedHealth (UNH) stake by 36% in Q2 2026, buying an estimated $134K and bringing the position to 1,380 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #133.

Legacy Edge Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 2,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Legacy Edge Advisors held 1,380 shares of UnitedHealth worth $431K as of Q2 2026.
  • Legacy Edge Advisors bought 362 UnitedHealth shares in Q2 2026, an estimated $134K.
  • UnitedHealth made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #133 holding.
  • Legacy Edge Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 2,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.