Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,650
+$2,321 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,313
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Bridge, LLC holds $190,273 across 2 Healthcare Plans names. UNH ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
1,775 | $183,623 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
16 | $6,650 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,650 | 16 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,329 | 16 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,127 | 64 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,870 | 17 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,183 | 7 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $1,501,392 | 2,968 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,735,330 | 2,968 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,508,428 | 2,962 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,462,827 | 2,957 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,558,351 | 2,960 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,492,402 | 2,960 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,446,726 | 3,010 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,517,013 | 3,210 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,754,895 | 3,310 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,558,553 | 3,086 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,731,446 | 3,371 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,798,154 | 3,526 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,770,545 | 3,526 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,384,782 | 3,544 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,407,146 | 3,514 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,335,359 | 3,589 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,169,167 | 3,334 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,039,441 | 3,334 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $953,868 | 3,234 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $864,600 | 3,467 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||