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Legacy Wealth Management (Mississippi)’s UnitedHealth UNH Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$918K Sell
2,208
-1,700
-44% -$630K 0.24% 53
2026
Q1 		$1.06M Sell
3,908
-5,002
-56% -$1.49M 0.3% 47
2025
Q4 		$2.94M Sell
8,910
-3,970
-31% -$1.35M 0.79% 27
2025
Q3 		$4.45M Sell
12,880
-2,059
-14% -$623K 1.34% 14
2025
Q2 		$4.66M Buy
14,939
+6,515
+77% +$2.49M 1.42% 13
2025
Q1 		$4.41M Buy
8,424
+180
+2% +$92K 1.44% 17
2024
Q4 		$4.17M Sell
8,244
-247
-3% -$140K 1.66% 13
2024
Q3 		$4.96M Sell
8,491
-175
-2% -$99K 1.82% 12
2024
Q2 		$4.41M Buy
8,666
+2,181
+34% +$1.07M 1.86% 10
2024
Q1 		$3.21M Hold
6,485
– – 1.45% 17
2023
Q4 		$3.41M Hold
6,485
– – 1.65% 14
2023
Q3 		$3.27M Sell
6,485
-102
-2% -$50.2K 1.7% 14
2023
Q2 		$3.17M Sell
6,587
-17
-0.3% -$8.31K 1.59% 13
2023
Q1 		$3.12M Hold
6,604
– – 1.72% 12
2022
Q4 		$3.5M Hold
6,604
– – 2.08% 10
2022
Q3 		$3.34M Sell
6,604
-87
-1% -$45.7K 2.25% 9
2022
Q2 		$3.44M Hold
6,691
– – 2.09% 7
2022
Q1 		$3.41M Buy
6,691
+8
+0.1% +$3.86K 1.78% 8
2021
Q4 		$3.36M Sell
6,683
-103
-2% -$46.6K 1.72% 8
2021
Q3 		$2.65M Hold
6,786
– – 1.42% 13
2021
Q2 		$2.72M Hold
6,786
– – 1.51% 13
2021
Q1 		$2.52M Sell
6,786
-22
-0.3% -$7.62K 1.53% 10
2020
Q4 		$2.39M Sell
6,808
-11
-0.2% -$3.69K 1.51% 15
2020
Q3 		$2.13M Buy
6,819
+13
+0.2% +$3.99K 1.47% 13
2020
Q2 		$2.01M Sell
6,806
-174
-2% -$49.9K 1.53% 14
2020
Q1 		$1.74M Buy
6,980
+6,224
+823% +$1.71M 1.62% 11
2019
Q4 		$222K Buy
+756
New +$198K 0.19% 97

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s UNH Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its UnitedHealth (UNH) stake by 44% in Q2 2026, selling an estimated $630K and leaving 2,208 shares worth $918K. The position accounts for 0.24% of the portfolio, ranked #53.

Legacy Wealth Management (Mississippi) first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.96M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 2,208 shares of UnitedHealth worth $918K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 1,700 UnitedHealth shares in Q2 2026, an estimated $630K.
  • UnitedHealth made up 0.24% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #53 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s UnitedHealth position peaked at $4.96M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.