Legacy Wealth Management, LLC / MS
Position in UNH — Unitedhealth Group Inc
CIK 2047443
RIDGELAND, MS
Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$917,711
-$139,754 QoQ
Shares Held
2,208
-43.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,883
of 3,349 holders
Holding Since
Mar 2020
26 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 Management, LLC / MS holds $1,167,752 across 2 Healthcare Plans names. UNH ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,208 | $917,711 | |
| 2 | CI |
Cigna Group
|
907 | $250,041 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,711 | 2,208 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,057,465 | 3,908 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,941,280 | 8,910 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,447,464 | 12,880 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,660,519 | 14,939 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $4,412,070 | 8,424 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $4,170,309 | 8,244 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $4,964,517 | 8,491 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $4,413,247 | 8,666 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $3,208,129 | 6,485 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $3,414,157 | 6,485 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $3,269,672 | 6,485 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $3,165,975 | 6,587 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $3,120,984 | 6,604 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $3,501,308 | 6,604 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $3,335,284 | 6,604 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $3,436,698 | 6,691 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $3,412,209 | 6,691 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $3,355,801 | 6,683 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $2,651,561 | 6,786 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $2,717,385 | 6,786 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $2,524,867 | 6,786 | Shares | Sole | 2024-12-12 | |
| 2020-12-31 | $2,387,429 | 6,808 | Shares | Sole | 2024-12-12 | |
| 2020-09-30 | $2,125,959 | 6,819 | Shares | Sole | 2024-12-12 | |
| 2020-06-30 | $2,007,429 | 6,806 | Shares | Sole | 2024-12-12 | |
| 2020-03-31 | $1,740,672 | 6,980 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||