My Legacy Advisors’s UnitedHealth UNH Stock Holding History

My Legacy 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 Q2	$1.04M	Sell	3,474 -1,232	-26%	-$471K	0.37%	80
2025 Q1	$2.46M	Sell	4,706 -106	-2%	-$54.2K	0.95%	25
2024 Q4	$2.61M	Buy	4,812 +78	+2%	+$44.3K	1.02%	23
2024 Q3	$2.77M	Sell	4,734 -676	-12%	-$382K	1.09%	20
2024 Q2	$2.76M	Sell	5,410 -73	-1%	-$35.8K	0.88%	24
2024 Q1	$2.71M	Sell	5,483 -648	-11%	-$329K	0.91%	25
2023 Q4	$3.31M	Buy	6,131 +97	+2%	+$51.7K	1.2%	15
2023 Q3	$3.21M	Buy	6,034 +238	+4%	+$117K	1.3%	12
2023 Q2	$2.6M	Buy	5,796 +16	+0.3%	+$7.82K	1.02%	19
2023 Q1	$2.98M	Sell	5,780 -67	-1%	-$32.3K	1.28%	13
2022 Q4	$2.76M	Buy	5,847 +67	+1%	+$35.5K	1.18%	13
2022 Q3	$2.97M	Buy	5,780 +259	+5%	+$136K	1.5%	12
2022 Q2	$2.85M	Buy	5,521 +516	+10%	+$259K	1.43%	10
2022 Q1	$2.55M	Buy	+5,005	New	+$2.41M	1.18%	17

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

My Legacy Advisors's UNH Position: Q2 2025 in Review

My Legacy Advisors reduced its UnitedHealth (UNH) stake by 26% in Q2 2025, selling an estimated $471K and leaving 3,474 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #80.

My Legacy Advisors first reported a position in UNH in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.31M in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

My Legacy Advisors held 3,474 shares of UnitedHealth worth $1.04M as of Q2 2025.
My Legacy Advisors sold 1,232 UnitedHealth shares in Q2 2025, an estimated $471K.
UnitedHealth made up 0.37% of My Legacy Advisors's portfolio in Q2 2025, its #80 holding.
My Legacy Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's UnitedHealth position peaked at $3.31M in Q4 2023.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.