UnitedHealth shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $850k | 2.5k | 345.28 |
| 2025-06-30 | $1.1M | 3.6k | 311.94 |
| 2025-03-31 | $1.8M | 3.4k | 523.72 |
| 2024-12-31 | $1.9M | 3.7k | 505.87 |
| 2024-09-30 | $4.3M | 7.4k | 584.70 |
| 2024-06-30 | $2.0M | 3.9k | 509.25 |
| 2023-09-30 | $1.9M | 3.7k | 504.24 |
| 2023-03-31 | $1.6M | 3.4k | 472.57 |
| 2021-03-31 | $212k | 571 | 371.28 |
More positions owned by Legacy Capital Wealth Partners
View all positions for Legacy Capital Wealth Partners