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Legacy Private Trust’s UnitedHealth UNH Stock Holding History

Legacy Private Trust’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 		$4.87M Sell
11,720
-801
-6% -$297K 0.27% 70
2026
Q1 		$3.39M Sell
12,521
-1,134
-8% -$338K 0.21% 86
2025
Q4 		$4.51M Sell
13,655
-1,170
-8% -$396K 0.26% 76
2025
Q3 		$5.12M Buy
14,825
+4,033
+37% +$1.22M 0.31% 67
2025
Q2 		$3.37M Buy
10,792
+1,370
+15% +$524K 0.22% 85
2025
Q1 		$4.93M Sell
9,422
-846
-8% -$432K 0.34% 62
2024
Q4 		$5.19M Buy
10,268
+366
+4% +$208K 0.34% 65
2024
Q3 		$5.79M Sell
9,902
-169
-2% -$95.6K 0.39% 58
2024
Q2 		$5.13M Sell
10,071
-103
-1% -$50.5K 0.36% 63
2024
Q1 		$5.03M Buy
10,174
+604
+6% +$307K 0.37% 62
2023
Q4 		$5.04M Buy
9,570
+49
+0.5% +$26.1K 0.4% 62
2023
Q3 		$4.8M Buy
9,521
+1,743
+22% +$858K 0.41% 62
2023
Q2 		$3.74M Buy
7,778
+4,378
+129% +$2.14M 0.31% 73
2023
Q1 		$1.61M Sell
3,400
-785
-19% -$379K 0.14% 121
2022
Q4 		$2.22M Buy
4,185
+41
+1% +$21.7K 0.2% 99
2022
Q3 		$2.09M Sell
4,144
-310
-7% -$163K 0.2% 98
2022
Q2 		$2.29M Sell
4,454
-708
-14% -$356K 0.2% 90
2022
Q1 		$2.63M Sell
5,162
-314
-6% -$151K 0.2% 94
2021
Q4 		$2.75M Sell
5,476
-79
-1% -$35.8K 0.21% 99
2021
Q3 		$2.17M Buy
5,555
+25
+0.5% +$10.4K 0.18% 99
2021
Q2 		$2.21M Sell
5,530
-489
-8% -$195K 0.19% 98
2021
Q1 		$2.24M Sell
6,019
-113
-2% -$39.2K 0.2% 95
2020
Q4 		$2.15M Sell
6,132
-605
-9% -$203K 0.2% 96
2020
Q3 		$2.1M Buy
6,737
+55
+0.8% +$16.9K 0.22% 91
2020
Q2 		$1.97M Sell
6,682
-791
-11% -$227K 0.22% 92
2020
Q1 		$1.86M Sell
7,473
-540
-7% -$149K 0.24% 88
2019
Q4 		$2.36M Sell
8,013
-157
-2% -$41.1K 0.25% 91
2019
Q3 		$1.78M Sell
8,170
-219
-3% -$52.8K 0.2% 99
2019
Q2 		$2.05M Sell
8,389
-120
-1% -$28.9K 0.23% 89
2019
Q1 		$2.1M Sell
8,509
-84
-1% -$21.4K 0.25% 92
2018
Q4 		$2.14M Sell
8,593
-250
-3% -$66K 0.28% 87
2018
Q3 		$2.35M Sell
8,843
-76
-0.9% -$19.8K 0.27% 90
2018
Q2 		$2.19M Sell
8,919
-39
-0.4% -$9.37K 0.26% 91
2018
Q1 		$1.92M Sell
8,958
-420
-4% -$95.9K 0.22% 96
2017
Q4 		$2.07M Hold
9,378
– – 0.24% 90
2017
Q3 		$1.84M Sell
9,378
-133
-1% -$25.7K 0.22% 93
2017
Q2 		$1.76M Sell
9,511
-2,764
-23% -$485K 0.22% 97
2017
Q1 		$2.01M Buy
12,275
+818
+7% +$134K 0.26% 93
2016
Q4 		$1.83M Buy
11,457
+7,860
+219% +$1.17M 0.25% 104
2016
Q3 		$504K Sell
3,597
-55
-2% -$7.7K 0.07% 175
2016
Q2 		$516K Sell
3,652
-356
-9% -$47.5K 0.08% 164
2016
Q1 		$517K Sell
4,008
-470
-10% -$55.6K 0.08% 167
2015
Q4 		$527K Sell
4,478
-2,200
-33% -$257K 0.08% 174
2015
Q3 		$775K Sell
6,678
-300
-4% -$35.9K 0.12% 152
2015
Q2 		$851K Buy
6,978
+453
+7% +$53.6K 0.13% 151
2015
Q1 		$772K Sell
6,525
-270
-4% -$30K 0.11% 163
2014
Q4 		$687K Sell
6,795
-140
-2% -$13.3K 0.1% 171
2014
Q3 		$598K Sell
6,935
-310
-4% -$26.2K 0.09% 177
2014
Q2 		$592K Sell
7,245
-1,462
-17% -$115K 0.09% 171
2014
Q1 		$714K Sell
8,707
-155
-2% -$11.7K 0.12% 129
2013
Q4 		$667K Buy
8,862
+78
+0.9% +$5.6K 0.12% 123
2013
Q3 		$629K Buy
8,784
+180
+2% +$12.9K 0.13% 115
2013
Q2 		$563K Buy
+8,604
New +$535K 0.13% 112

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Legacy Private Trust's UNH Position: Q2 2026 in Review

Legacy Private Trust reduced its UnitedHealth (UNH) stake by 6.4% in Q2 2026, selling an estimated $297K and leaving 11,720 shares worth $4.87M. The position accounts for 0.27% of the portfolio, ranked #70.

Legacy Private Trust first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.79M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Legacy Private Trust held 11,720 shares of UnitedHealth worth $4.87M as of Q2 2026.
  • Legacy Private Trust sold 801 UnitedHealth shares in Q2 2026, an estimated $297K.
  • UnitedHealth made up 0.27% of Legacy Private Trust's portfolio in Q2 2026, its #70 holding.
  • Legacy Private Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's UnitedHealth position peaked at $5.79M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.