Legacy Capital Wealth Partners, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1766228
LITTLE ROCK, AR
Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$238,155
-$196,412 QoQ
Shares Held
573
-64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,901
of 3,349 holders
Holding Since
Mar 2021
13 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 Capital Wealth Partners, LLC holds $777,646 across 2 Healthcare Plans names. UNH ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
5,215 | $539,491 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
573 | $238,155 |
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,155 | 573 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $434,567 | 1,606 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $523,554 | 1,586 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $850,128 | 2,462 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,110,925 | 3,561 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,784,416 | 3,407 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,872,187 | 3,701 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,339,494 | 7,422 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,010,049 | 3,947 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,934,777 | 3,675 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,878,611 | 3,726 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $1,624,764 | 3,438 | Shares | Sole | 2023-05-10 | |
| 2021-03-31 | $212,451 | 571 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||