UnitedHealth shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $377k | 1.1k | 345.30 |
| 2025-03-31 | $6.0M | 11k | 523.74 |
| 2024-12-31 | $6.3M | 12k | 505.86 |
| 2024-09-30 | $7.3M | 13k | 584.68 |
| 2024-06-30 | $5.9M | 12k | 509.27 |
| 2024-03-31 | $6.0M | 12k | 494.71 |
| 2023-12-31 | $7.8M | 15k | 526.46 |
| 2023-09-30 | $7.9M | 16k | 504.19 |
| 2023-06-30 | $7.0M | 15k | 480.64 |
| 2023-03-31 | $7.0M | 15k | 472.59 |
| 2022-12-31 | $6.7M | 13k | 530.18 |
| 2022-09-30 | $5.3M | 10k | 505.08 |
| 2022-06-30 | $4.9M | 9.6k | 513.58 |
| 2022-03-31 | $4.7M | 9.2k | 509.96 |
| 2021-12-31 | $315k | 627 | 502.39 |
| 2021-09-30 | $226k | 578 | 391.00 |
| 2021-06-30 | $222k | 555 | 400.00 |
| 2021-03-31 | $225k | 606 | 371.29 |
| 2020-12-31 | $213k | 606 | 351.49 |
| 2019-12-31 | $223k | 760 | 293.42 |
| 2019-06-30 | $148k | 606 | 244.22 |
| 2019-03-31 | $250k | 1.0k | 246.79 |
| 2018-12-31 | $355k | 1.4k | 248.95 |
| 2018-09-30 | $1.6M | 6.0k | 265.98 |
| 2018-06-30 | $62k | 253 | 245.06 |
| 2018-03-31 | $57k | 253 | 225.30 |
| 2017-12-31 | $176k | 801 | 219.73 |
| 2017-09-30 | $24k | 124 | 193.55 |
| 2016-12-31 | $41k | 262 | 156.49 |