Legato Capital Management’s UnitedHealth UNH Stock Holding History

Legato Capital Management’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	$1.25M	Buy	3,017 +582	+24%	+$216K	0.1%	293
2026 Q1	$659K	Sell	2,435 -4,131	-63%	-$1.23M	0.06%	441
2025 Q4	$2.17M	Hold	6,566	–	–	0.19%	169
2025 Q3	$2.27M	Buy	6,566 +607	+10%	+$184K	0.25%	117
2025 Q2	$1.86M	Buy	5,959 +3,938	+195%	+$1.51M	0.22%	125
2025 Q1	$1.06M	Hold	2,021	–	–	0.14%	234
2024 Q4	$1.02M	Sell	2,021 -2,272	-53%	-$1.29M	0.13%	290
2024 Q3	$2.51M	Hold	4,293	–	–	0.31%	73
2024 Q2	$2.19M	Sell	4,293 -1,437	-25%	-$704K	0.29%	86
2024 Q1	$2.83M	Hold	5,730	–	–	0.34%	72
2023 Q4	$3.02M	Hold	5,730	–	–	0.39%	54
2023 Q3	$2.89M	Buy	5,730 +132	+2%	+$65K	0.42%	46
2023 Q2	$2.69M	Sell	5,598 -1,387	-20%	-$678K	0.36%	64
2023 Q1	$3.3M	Buy	6,985 +389	+6%	+$188K	0.6%	22
2022 Q4	$3.5M	Buy	+6,596	New	+$3.49M	0.67%	18

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legato Capital Management's UNH Position: Q2 2026 in Review

Legato Capital Management increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $216K and bringing the position to 3,017 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #293.

Legato Capital Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.5M in Q4 2022. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Legato Capital Management held 3,017 shares of UnitedHealth worth $1.25M as of Q2 2026.
Legato Capital Management bought 582 UnitedHealth shares in Q2 2026, an estimated $216K.
UnitedHealth made up 0.1% of Legato Capital Management's portfolio in Q2 2026, its #293 holding.
Legato Capital Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
Legato Capital Management's UnitedHealth position peaked at $3.5M in Q4 2022.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.