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UnitedHealth shares owned by Legacy Capital Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Capital Wealth Management from 13F filings

Historical chart of Legacy Capital Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Legacy Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Legacy Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 2.3k 505.86

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Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
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FMR
Capital Research Global Investors
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View all funds holding UnitedHealth