UnitedHealth shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.5k | 345.30 |
| 2025-06-30 | $1.0M | 3.3k | 311.97 |
| 2025-03-31 | $3.0M | 5.7k | 523.78 |
| 2024-12-31 | $2.8M | 5.6k | 505.88 |
| 2024-09-30 | $3.2M | 5.5k | 584.72 |
| 2024-06-30 | $2.7M | 5.3k | 509.21 |
| 2024-03-31 | $2.6M | 5.2k | 494.74 |
| 2023-12-31 | $2.8M | 5.3k | 526.51 |
| 2023-09-30 | $2.5M | 5.0k | 504.14 |
| 2023-06-30 | $2.2M | 4.5k | 480.59 |
| 2023-03-31 | $1.8M | 3.9k | 472.65 |
| 2022-12-31 | $2.2M | 4.2k | 530.24 |
| 2022-09-30 | $1.9M | 3.8k | 504.99 |
| 2022-06-30 | $1.9M | 3.7k | 513.79 |
| 2022-03-31 | $1.8M | 3.6k | 510.14 |
| 2021-12-31 | $1.7M | 3.4k | 502.18 |
| 2021-09-30 | $1.3M | 3.3k | 390.69 |
| 2021-06-30 | $1.2M | 3.0k | 400.47 |
| 2021-03-31 | $1.2M | 3.2k | 372.24 |
| 2020-12-31 | $1.0M | 3.0k | 350.51 |
| 2020-09-30 | $903k | 2.9k | 311.70 |
| 2019-12-31 | $572k | 1.9k | 294.09 |
| 2019-09-30 | $431k | 2.0k | 217.46 |
| 2019-06-30 | $485k | 2.0k | 244.09 |
| 2019-03-31 | $514k | 2.1k | 247.12 |
| 2018-12-31 | $431k | 1.7k | 248.99 |
| 2018-09-30 | $467k | 1.8k | 265.64 |
| 2018-06-30 | $467k | 1.8k | 258.73 |
| 2018-03-31 | $390k | 1.7k | 226.48 |
| 2017-12-31 | $403k | 1.8k | 220.22 |