Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$226,102
+$39,125 QoQ
Shares Held
544
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,947
of 3,349 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $226,102 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
544 | $226,102 |
All Filings in UNH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,102 | 544 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $186,977 | 691 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $248,902 | 754 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $248,961 | 721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $158,480 | 508 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,995 | 84 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $42,492 | 84 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $54,959 | 94 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||