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

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-497
Closed -$251K – 45
2024
Q4 		$251K Sell
497
-53
-10% -$30.1K 0.02% 39
2024
Q3 		$322K Buy
+550
New +$311K 0.02% 37

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s UNH Position: Q1 2025 in Review

Legacy Wealth Management (Tennessee) sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 497 shares — an estimated $251K sold.

Legacy Wealth Management (Tennessee) first reported a position in UNH in Q3 2024 and held it in 2 quarters. The position peaked at $322K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 497 UnitedHealth shares in Q1 2025, an estimated $251K.
  • Legacy Wealth Management (Tennessee) first reported a position in UnitedHealth in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s UnitedHealth position peaked at $322K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2025, filed 25 Apr 2025.