Legacy Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.53M | Buy |
3,684
+1,214
| +49% | +$450K | 0.19% | 91 |
|
|
2026
Q1 | $668K | Buy |
2,470
+148
| +6% | +$44.1K | 0.09% | 184 |
|
|
2025
Q4 | $766K | Sell |
2,322
-1,215
| -34% | -$412K | 0.11% | 162 |
|
|
2025
Q3 | $1.22M | Buy |
3,537
+264
| +8% | +$79.8K | 0.17% | 96 |
|
|
2025
Q2 | $1.02M | Sell |
3,273
-2,403
| -42% | -$918K | 0.16% | 106 |
|
|
2025
Q1 | $2.97M | Buy |
5,676
+79
| +1% | +$40.4K | 0.5% | 33 |
|
|
2024
Q4 | $2.83M | Buy |
5,597
+98
| +2% | +$55.7K | 0.47% | 39 |
|
|
2024
Q3 | $3.22M | Buy |
5,499
+193
| +4% | +$109K | 0.54% | 33 |
|
|
2024
Q2 | $2.7M | Buy |
5,306
+77
| +1% | +$37.7K | 0.48% | 34 |
|
|
2024
Q1 | $2.59M | Sell |
5,229
-39
| -0.7% | -$19.8K | 0.46% | 36 |
|
|
2023
Q4 | $2.77M | Buy |
5,268
+290
| +6% | +$155K | 0.53% | 31 |
|
|
2023
Q3 | $2.51M | Buy |
4,978
+503
| +11% | +$248K | 0.5% | 28 |
|
|
2023
Q2 | $2.15M | Buy |
4,475
+618
| +16% | +$302K | 0.4% | 30 |
|
|
2023
Q1 | $1.82M | Sell |
3,857
-347
| -8% | -$167K | 0.37% | 30 |
|
|
2022
Q4 | $2.23M | Buy |
4,204
+396
| +10% | +$210K | 0.48% | 22 |
|
|
2022
Q3 | $1.92M | Buy |
3,808
+147
| +4% | +$77.3K | 0.46% | 28 |
|
|
2022
Q2 | $1.88M | Buy |
3,661
+109
| +3% | +$54.7K | 0.47% | 22 |
|
|
2022
Q1 | $1.81M | Buy |
3,552
+105
| +3% | +$50.6K | 0.41% | 23 |
|
|
2021
Q4 | $1.73M | Buy |
3,447
+117
| +4% | +$53K | 0.4% | 26 |
|
|
2021
Q3 | $1.3M | Buy |
3,330
+321
| +11% | +$133K | 0.32% | 24 |
|
|
2021
Q2 | $1.21M | Sell |
3,009
-161
| -5% | -$64.2K | 0.31% | 28 |
|
|
2021
Q1 | $1.18M | Buy |
3,170
+200
| +7% | +$69.3K | 0.32% | 25 |
|
|
2020
Q4 | $1.04M | Buy |
2,970
+73
| +3% | +$24.5K | 0.29% | 29 |
|
|
2020
Q3 | $903K | Buy |
+2,897
| New | +$890K | 0.28% | 29 |
|
|
2020
Q1 | – | Sell |
-1,945
| Closed | -$572K | – | 116 |
|
|
2019
Q4 | $572K | Sell |
1,945
-37
| -2% | -$9.68K | 0.18% | 55 |
|
|
2019
Q3 | $431K | Sell |
1,982
-5
| -0.3% | -$1.21K | 0.14% | 71 |
|
|
2019
Q2 | $485K | Sell |
1,987
-93
| -4% | -$22.4K | 0.17% | 61 |
|
|
2019
Q1 | $514K | Buy |
2,080
+349
| +20% | +$89K | 0.17% | 56 |
|
|
2018
Q4 | $431K | Sell |
1,731
-27
| -2% | -$7.13K | 0.17% | 58 |
|
|
2018
Q3 | $467K | Sell |
1,758
-47
| -3% | -$12.2K | 0.17% | 53 |
|
|
2018
Q2 | $467K | Buy |
1,805
+83
| +5% | +$19.9K | 0.18% | 56 |
|
|
2018
Q1 | $390K | Sell |
1,722
-108
| -6% | -$24.7K | 0.16% | 62 |
|
|
2017
Q4 | $403K | Buy |
+1,830
| New | +$388K | 0.17% | 54 |
|
Other funds holding UNH
Legacy Financial Advisors's UNH Position: Q2 2026 in Review
Legacy Financial Advisors increased its UnitedHealth (UNH) stake by 49% in Q2 2026, buying an estimated $450K and bringing the position to 3,684 shares worth $1.53M. The position accounts for 0.19% of the portfolio, ranked #91.
Legacy Financial Advisors first reported a position in UNH in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.22M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Legacy Financial Advisors held 3,684 shares of UnitedHealth worth $1.53M as of Q2 2026.
- Legacy Financial Advisors bought 1,214 UnitedHealth shares in Q2 2026, an estimated $450K.
- UnitedHealth made up 0.19% of Legacy Financial Advisors's portfolio in Q2 2026, its #91 holding.
- Legacy Financial Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 33 quarters since.
- Legacy Financial Advisors's UnitedHealth position peaked at $3.22M in Q3 2024.
- 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.