Legacy Financial Group (Oklahoma)’s UnitedHealth UNH Stock Holding History

Legacy Financial Group (Oklahoma)’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
2025 Q2	–	Sell	-546	Closed	-$286K	–	93
2025 Q1	$286K	Sell	546 -13	-2%	-$6.65K	0.09%	66
2024 Q4	$283K	Sell	559 -19	-3%	-$10.8K	0.09%	70
2024 Q3	$326K	Buy	578 +128	+28%	+$72.4K	0.11%	58
2024 Q2	$229K	Sell	450 -7	-2%	-$3.43K	0.09%	64
2024 Q1	$226K	Sell	457 -2	-0.4%	-$1.02K	0.09%	66
2023 Q4	$242K	Sell	459 -8	-2%	-$4.27K	0.11%	63
2023 Q3	$235K	Hold	467	–	–	0.12%	61
2023 Q2	$224K	Buy	467 +17	+4%	+$8.31K	0.11%	66
2023 Q1	$213K	Sell	450 -1	-0.2%	-$483	0.12%	56
2022 Q4	$239K	Buy	+451	New	+$239K	0.15%	51

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s UNH Position: Q2 2025 in Review

Legacy Financial Group (Oklahoma) sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 546 shares — an estimated $286K sold.

Legacy Financial Group (Oklahoma) first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $326K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Legacy Financial Group (Oklahoma) reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Legacy Financial Group (Oklahoma) sold 546 UnitedHealth shares in Q2 2025, an estimated $286K.
Legacy Financial Group (Oklahoma) first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Legacy Financial Group (Oklahoma)'s UnitedHealth position peaked at $326K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2025, filed 12 Aug 2025.