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Legacy Investment Solutions’s UnitedHealth UNH Stock Holding History

Legacy Investment Solutions’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 		$159K Buy
+508
New +$194K 0.08% 82
2024
Q4 		$44.3K Sell
84
-10
-11% -$5.68K 0.03% 130
2024
Q3 		$57K Buy
+94
New +$53.2K 0.03% 112

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 Investment Solutions's UNH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in UnitedHealth (UNH) in Q2 2025: 508 shares worth $159K. The stake represents 0.08% of the portfolio and ranks #82 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in UNH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in UNH in Q3 2024 and has held it in 3 quarters since. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Legacy Investment Solutions held 508 shares of UnitedHealth worth $159K as of Q2 2025.
  • UnitedHealth was a new Legacy Investment Solutions position in Q2 2025.
  • UnitedHealth made up 0.08% of Legacy Investment Solutions's portfolio in Q2 2025, its #82 holding.
  • Legacy Investment Solutions first reported a position in UnitedHealth in Q3 2024 and has held it in 3 quarters since.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.