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Legacy Financial Strategies’s UnitedHealth UNH Stock Holding History

Legacy Financial Strategies’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
-552
Closed -$289K – 130
2025
Q1 		$289K Sell
552
-35
-6% -$17.9K 0.06% 93
2024
Q4 		$296K Sell
587
-20
-3% -$11.4K 0.06% 91
2024
Q3 		$355K Buy
607
+26
+4% +$14.7K 0.08% 80
2024
Q2 		$284K Buy
581
+22
+4% +$10.8K 0.07% 77
2024
Q1 		$277K Buy
+559
New +$284K 0.07% 73

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Financial Strategies's UNH Position: Q2 2025 in Review

Legacy Financial Strategies sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 552 shares — an estimated $289K sold.

Legacy Financial Strategies first reported a position in UNH in Q1 2024 and held it in 5 quarters. The position peaked at $355K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Legacy Financial Strategies reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 552 UnitedHealth shares in Q2 2025, an estimated $289K.
  • Legacy Financial Strategies first reported a position in UnitedHealth in Q1 2024 and held it in 5 quarters.
  • Legacy Financial Strategies's UnitedHealth position peaked at $355K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Legacy Financial Strategies's 13F filing for Q2 2025, filed 10 Jul 2025.