Legend Financial Advisors’s UnitedHealth UNH Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-51	Closed	-$15.9K	–	154
2025 Q2	$15.9K	Buy	+51	New	+$19.5K	0.01%	97
2025 Q1	–	Sell	-51	Closed	-$25.8K	–	236
2024 Q4	$25.8K	Hold	51	–	–	0.02%	78
2024 Q3	$29.8K	Sell	51 -73	-59%	-$41.3K	0.02%	65
2024 Q2	$63.1K	Sell	124 -10	-7%	-$4.9K	0.04%	53
2024 Q1	$66.3K	Buy	134 +41	+44%	+$20.8K	0.05%	50
2023 Q4	$49K	Buy	93 +20	+27%	+$10.7K	0.04%	55
2023 Q3	$36.8K	Sell	73 -62	-46%	-$30.5K	0.03%	72
2023 Q2	$64.9K	Hold	135	–	–	0.05%	59
2023 Q1	$63.8K	Sell	135 -31	-19%	-$15K	0.05%	58
2022 Q4	$88K	Buy	166 +93	+127%	+$49.3K	0.08%	53
2022 Q3	$36.9K	Buy	+73	New	+$38.4K	0.03%	72

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legend Financial Advisors's UNH Position: Q3 2025 in Review

Legend Financial Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 51 shares — an estimated $15.9K sold.

Legend Financial Advisors first reported a position in UNH in Q3 2022 and held it in 11 quarters. The position peaked at $88K in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Legend Financial Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 51 UnitedHealth shares in Q3 2025, an estimated $15.9K.
Legend Financial Advisors first reported a position in UnitedHealth in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's UnitedHealth position peaked at $88K in Q4 2022.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.