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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
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

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trinity Legacy Partners's UNH Position: Q1 2025 in Review

Trinity Legacy Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 10,207 shares — an estimated $5.16M sold.

Trinity Legacy Partners first reported a position in UNH in Q4 2018 and held it in 19 quarters. The position peaked at $6.08M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Trinity Legacy Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Trinity Legacy Partners sold 10,207 UnitedHealth shares in Q1 2025, an estimated $5.16M.
  • Trinity Legacy Partners first reported a position in UnitedHealth in Q4 2018 and held it in 19 quarters.
  • Trinity Legacy Partners's UnitedHealth position peaked at $6.08M in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Trinity Legacy Partners's 13F filing for Q1 2025, filed 14 May 2025.