Legacy Financial Advisors, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1730810 COVINGTON, KY

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,531,180

+$862,823 QoQ

Shares Held

3,684

+49.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,557

of 3,349 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $4,571,633 across 6 Healthcare Plans names. UNH ranks #1 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,684	$1,531,180
2	ELV	Elevance Health, Inc.	3,534	$1,366,703
3	CNC	Centene Corp	9,872	$633,683
4	CI	Cigna Group	1,292	$356,178
5	CVS	CVS HEALTH Corp	3,392	$350,902
6	MOH	Molina Healthcare, Inc.	1,456	$332,987

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,531,180	3,684	+49.1%	Shares	Sole	2026-08-05
2026-03-31	$668,357	2,470	+6.4%	Shares	Sole	2026-04-30
2025-12-31	$766,515	2,322	-34.4%	Shares	Sole	2026-02-04
2025-09-30	$1,221,326	3,537	+8.1%	Shares	Sole	2025-11-10
2025-06-30	$1,021,077	3,273	-42.3%	Shares	Sole	2025-08-07
2025-03-31	$2,972,805	5,676	+1.4%	Shares	Sole	2025-05-14
2024-12-31	$2,831,298	5,597	+1.8%	Shares	Sole	2025-02-13
2024-09-30	$3,215,155	5,499	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$2,702,133	5,306	+1.5%	Shares	Sole	2024-08-13
2024-03-31	$2,586,786	5,229	-0.7%	Shares	Sole	2024-05-14
2023-12-31	$2,773,443	5,268	+5.8%	Shares	Sole	2024-02-13
2023-09-30	$2,509,857	4,978	+11.2%	Shares	Sole	2023-11-13
2023-06-30	$2,150,864	4,475	+16.0%	Shares	Sole	2023-08-08
2023-03-31	$1,822,779	3,857	-8.3%	Shares	Sole	2023-05-03
2022-12-31	$2,228,876	4,204	+10.4%	Shares	Sole	2023-02-06
2022-09-30	$1,923,192	3,808	+4.0%	Shares	Sole	2022-11-09
2022-06-30	$1,880,399	3,661	+3.1%	Shares	Sole	2022-08-08
2022-03-31	$1,811,413	3,552	+3.0%	Shares	Sole	2022-05-04
2021-12-31	$1,730,876	3,447	+3.5%	Shares	Sole	2022-02-04
2021-09-30	$1,301,164	3,330	+10.7%	Shares	Sole	2021-10-26
2021-06-30	$1,204,923	3,009	-5.1%	Shares	Sole	2021-07-21
2021-03-31	$1,179,461	3,170	+6.7%	Shares	Sole	2021-04-28
2020-12-31	$1,041,519	2,970	+2.5%	Shares	Sole	2021-02-02
2020-09-30	$903,197	2,897	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.