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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
2021
Q3 		– Sell
-600
Closed -$2K – 128
2021
Q2 		$2K Sell
600
-200
-25% -$79.7K ﹤0.01% 113
2021
Q1 		$7K Buy
+800
New +$277K ﹤0.01% 88

Other funds holding UNH

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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.