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 		$423K Hold
1,018
– – 0.04% 155
2026
Q1 		$275K Sell
1,018
-196
-16% -$58.4K 0.03% 190
2025
Q4 		$401K Sell
1,214
-19
-2% -$6.44K 0.04% 151
2025
Q3 		$426K Sell
1,233
-147
-11% -$44.5K 0.05% 143
2025
Q2 		$431K Sell
1,380
-122
-8% -$46.6K 0.06% 133
2025
Q1 		$787K Sell
1,502
-413
-22% -$211K 0.12% 85
2024
Q4 		$972K Buy
1,915
+25
+1% +$14.2K 0.15% 75
2024
Q3 		$1.11M Sell
1,890
-49
-3% -$27.7K 0.18% 69
2024
Q2 		$987K Buy
1,939
+168
+9% +$82.3K 0.18% 66
2024
Q1 		$876K Buy
1,771
+5
+0.3% +$2.54K 0.18% 71
2023
Q4 		$930K Buy
+1,766
New +$942K 0.21% 68

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 Edge Advisors's UNH Position: Q2 2026 in Review

Legacy Edge Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 1,018 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #155.

Legacy Edge Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2024. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Legacy Edge Advisors held 1,018 shares of UnitedHealth worth $423K as of Q2 2026.
  • Legacy Edge Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #155 holding.
  • Legacy Edge Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's UnitedHealth position peaked at $1.11M in Q3 2024.
  • 3,393 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.