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Legacy Trust’s UnitedHealth UNH Stock Holding History

Legacy 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
2025
Q2 		– Sell
-820
Closed -$429K – 160
2025
Q1 		$429K Sell
820
-12
-1% -$6.13K 0.1% 116
2024
Q4 		$421K Sell
832
-63
-7% -$35.8K 0.1% 114
2024
Q3 		$523K Buy
895
+59
+7% +$33.4K 0.12% 106
2024
Q2 		$426K Sell
836
-18
-2% -$8.82K 0.11% 108
2024
Q1 		$422K Hold
854
– – 0.11% 114
2023
Q4 		$450K Buy
854
+25
+3% +$13.3K 0.12% 109
2023
Q3 		$418K Hold
829
– – 0.12% 108
2023
Q2 		$398K Sell
829
-1
-0.1% -$489 0.11% 113
2023
Q1 		$392K Buy
830
+150
+22% +$72.4K 0.12% 111
2022
Q4 		$361K Buy
+680
New +$360K 0.11% 113

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 Trust's UNH Position: Q2 2025 in Review

Legacy Trust sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 820 shares — an estimated $429K sold.

Legacy Trust first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $523K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Legacy Trust reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Legacy Trust sold 820 UnitedHealth shares in Q2 2025, an estimated $429K.
  • Legacy Trust first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • Legacy Trust's UnitedHealth position peaked at $523K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Legacy Trust's 13F filing for Q2 2025, filed 22 Jul 2025.