Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$575,231
+$281,100 QoQ
Shares Held
1,384
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,215
of 3,349 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,379
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Advisors, LLC holds $1,598,637 across 3 Healthcare Plans names. UNH ranks #2 (36.0% of the industry book) .
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,231 | 1,384 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $294,131 | 1,087 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $428,482 | 1,298 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,379 | 100 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $342,537 | 992 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $5,969,178 | 11,397 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,288,345 | 12,431 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,288,036 | 12,465 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,885,008 | 11,556 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,977,460 | 12,083 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,761,220 | 14,742 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,899,144 | 15,667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,019,747 | 14,605 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,982,044 | 14,774 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,681,328 | 12,602 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,271,607 | 10,438 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,935,470 | 9,609 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,711,102 | 9,238 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $314,841 | 627 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $225,847 | 578 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $222,244 | 555 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $225,474 | 606 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $212,512 | 606 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||