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Tanglewood Legacy Advisors’s UnitedHealth UNH Stock Holding History

Tanglewood 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 		– Sell
-22
Closed -$11.5K – 302
2025
Q1 		$11.5K Sell
22
-100
-82% -$51.1K 0.01% 247
2024
Q4 		$61.7K Hold
122
– – 0.03% 161
2024
Q3 		$71.3K Hold
122
– – 0.03% 141
2024
Q2 		$62.1K Hold
122
– – 0.03% 144
2024
Q1 		$60.4K Hold
122
– – 0.03% 147
2023
Q4 		$64.2K Hold
122
– – 0.04% 133
2023
Q3 		$61.5K Hold
122
– – 0.04% 140
2023
Q2 		$58.6K Hold
122
– – 0.03% 148
2023
Q1 		$57.7K Hold
122
– – 0.04% 140
2022
Q4 		$64.7K Buy
+122
New +$64.6K 0.05% 117

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Tanglewood Legacy Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 22 shares — an estimated $11.5K sold.

Tanglewood Legacy Advisors first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $71.3K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 22 UnitedHealth shares in Q2 2025, an estimated $11.5K.
  • Tanglewood Legacy Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • Tanglewood Legacy Advisors's UnitedHealth position peaked at $71.3K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.