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Trinity Legacy Partners’s UnitedHealth UNH Stock Holding History

Trinity Legacy Partners’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 		$413K Buy
+976
New +$362K 0.08% 88
2025
Q1 		– Sell
-10,207
Closed -$5.16M – 100
2024
Q4 		$5.16M Buy
10,207
+165
+2% +$93.8K 1.33% 28
2024
Q3 		$6.08M Sell
10,042
-231
-2% -$131K 1.56% 22
2024
Q2 		$5.23M Buy
10,273
+163
+2% +$79.9K 1.49% 22
2024
Q1 		$5M Buy
10,110
+111
+1% +$56.4K 1.47% 22
2023
Q4 		$5.26M Sell
9,999
-3
-0% -$1.6K 1.66% 18
2023
Q3 		$5.04M Buy
10,002
+713
+8% +$351K 1.74% 15
2023
Q2 		$4.46M Sell
9,289
-6
-0.1% -$2.93K 1.56% 28
2023
Q1 		$4.39M Buy
9,295
+330
+4% +$159K 1.65% 25
2022
Q4 		$4.75M Sell
8,965
-96
-1% -$50.9K 1.89% 23
2022
Q3 		$4.58M Sell
9,061
-1,493
-14% -$785K 1.96% 18
2022
Q2 		$5.46M Buy
10,554
+8,268
+362% +$4.15M 2.12% 10
2022
Q1 		$1.17M Buy
2,286
+14
+0.6% +$6.75K 0.39% 49
2021
Q4 		$1.14M Buy
2,272
+176
+8% +$79.7K 0.39% 50
2021
Q3 		$819K Buy
2,096
+61
+3% +$25.3K 0.29% 55
2021
Q2 		$852K Hold
2,035
– – 0.31% 50
2021
Q1 		$796K Buy
2,035
+1,029
+102% +$357K 0.32% 45
2020
Q4 		$353K Buy
+1,006
New +$337K 0.16% 59
2019
Q2 		– Sell
-9,956
Closed -$2.46M – 74
2019
Q1 		$2.46M Buy
9,956
+17
+0.2% +$4.33K 1.62% 22
2018
Q4 		$2.48M Buy
+9,939
New +$2.63M 2.4% 13

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Trinity Legacy Partners's UNH Position: Q2 2026 in Review

Trinity Legacy Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 976 shares worth $413K. The stake represents 0.08% of the portfolio and ranks #88 among its holdings. This is a return to the name: Trinity Legacy Partners previously reported a position in UNH as recently as Q4 2024.

Trinity Legacy Partners first reported a position in UNH in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.08M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trinity Legacy Partners held 976 shares of UnitedHealth worth $413K as of Q2 2026.
  • UnitedHealth was a new Trinity Legacy Partners position in Q2 2026.
  • UnitedHealth made up 0.08% of Trinity Legacy Partners's portfolio in Q2 2026, its #88 holding.
  • Trinity Legacy Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 20 quarters since.
  • Trinity Legacy Partners's UnitedHealth position peaked at $6.08M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.