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UnitedHealth shares owned by Legacy Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $236k 467 504.19
2023-06-30 $225k 467 480.64
2023-03-31 $213k 450 472.59
2022-12-31 $239k 451 530.18

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Legacy Financial Group

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth