Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$423,111
+$147,651 QoQ
Shares Held
1,018
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,434
of 3,349 holders
Holding Since
Dec 2023
11 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 Edge Advisors, LLC holds $681,833 across 2 Healthcare Plans names. UNH ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,018 | $423,111 | |
| 2 | ELV |
Elevance Health, Inc.
|
669 | $258,722 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,111 | 1,018 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,460 | 1,018 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $400,753 | 1,214 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $425,754 | 1,233 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $430,518 | 1,380 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $786,672 | 1,502 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $968,721 | 1,915 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $1,105,045 | 1,890 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $987,455 | 1,939 | Shares | Sole | 2026-08-17 | |
| 2024-03-31 | $876,113 | 1,771 | Shares | Sole | 2026-08-17 | |
| 2023-12-31 | $929,746 | 1,766 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||