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
2026 Q2	$219K	Buy	+526	New	+$195K	0.05%	98
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

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 Financial Group (Oklahoma)'s UNH Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) opened a new position in UnitedHealth (UNH) in Q2 2026: 526 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings. This is a return to the name: Legacy Financial Group (Oklahoma) previously reported a position in UNH as recently as Q1 2025.

Legacy Financial Group (Oklahoma) first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $326K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Legacy Financial Group (Oklahoma) held 526 shares of UnitedHealth worth $219K as of Q2 2026.
UnitedHealth was a new Legacy Financial Group (Oklahoma) position in Q2 2026.
UnitedHealth made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #98 holding.
Legacy Financial Group (Oklahoma) first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
Legacy Financial Group (Oklahoma)'s UnitedHealth position peaked at $326K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.