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UnitedHealth shares owned by Legacy Financial Strategies

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

Historical chart of Legacy Financial Strategies investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $296k 587 504.61
2024-09-30 $355k 607 584.58
2024-06-30 $285k 581 489.64
2024-03-31 $277k 559 495.14

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View all positions for Legacy Financial Strategies

Top funds holding UnitedHealth

BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth