Family Legacy, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1706016 GREENVILLE, SC

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,507,501

+$1,224,534 QoQ

Shares Held

8,439

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,133

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Healthcare · as of Jun 30, 2026

Family Legacy, Inc. holds $9,187,814 across 4 Healthcare Plans names. UNH ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,439	$3,507,501
2	ELV	Elevance Health, Inc.	7,435	$2,875,337
3	CI	Cigna Group	6,656	$1,834,926
4	CVS	CVS HEALTH Corp	9,377	$970,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,507,501	8,439	+0.0%	Shares	Sole	2026-08-06
2026-03-31	$2,282,967	8,437	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$2,774,244	8,404	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$2,875,313	8,327	+3.1%	Shares	Sole	2025-11-13
2025-06-30	$2,519,781	8,077	+1.2%	Shares	Sole	2025-07-23
2025-03-31	$4,178,477	7,978	+0.4%	Shares	Sole	2025-04-23
2024-12-31	$4,019,563	7,946	+1.5%	Shares	Sole	2025-02-12
2024-09-30	$4,575,121	7,825	+1.0%	Shares	Sole	2024-10-15
2024-06-30	$3,946,765	7,750	-0.0%	Shares	Sole	2024-07-24
2024-03-31	$3,835,409	7,753	-0.6%	Shares	Sole	2024-04-24
2023-12-31	$4,106,466	7,800	-1.4%	Shares	Sole	2024-01-17
2023-09-30	$3,988,647	7,911	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$3,818,204	7,944	-1.0%	Shares	Sole	2023-08-07
2023-03-31	$3,791,589	8,023	+5.0%	Shares	Sole	2023-05-15
2022-12-31	$4,052,165	7,643	-1.7%	Shares	Sole	2023-02-14
2022-09-30	$3,927,696	7,777	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$4,010,936	7,809	-2.7%	Shares	Sole	2022-07-22
2022-03-31	$4,092,509	8,025	-2.5%	Shares	Sole	2022-04-18
2021-12-31	$4,133,114	8,231	+0.3%	Shares	Sole	2022-01-18
2021-09-30	$3,207,975	8,210	-0.6%	Shares	Sole	2021-10-12
2021-06-30	$3,308,435	8,262	-0.7%	Shares	Sole	2021-07-28
2021-03-31	$3,096,738	8,323	+0.4%	Shares	Sole	2021-04-09
2020-12-31	$2,907,137	8,290	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$2,586,755	8,297	+0.2%	Shares	Sole	2020-10-09
2020-06-30	$2,441,891	8,279	-1.7%	Shares	Sole	2020-07-20
2020-03-31	$2,099,530	8,419	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.