UnitedHealth shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 13k | 345.30 |
| 2025-06-30 | $4.7M | 15k | 311.97 |
| 2025-03-31 | $4.4M | 8.4k | 523.76 |
| 2024-12-31 | $4.2M | 8.2k | 505.87 |
| 2024-09-30 | $5.0M | 8.5k | 584.69 |
| 2024-06-30 | $4.4M | 8.7k | 509.27 |
| 2024-03-31 | $3.2M | 6.5k | 494.71 |
| 2023-12-31 | $3.4M | 6.5k | 526.48 |
| 2023-09-30 | $3.3M | 6.5k | 504.20 |
| 2023-06-30 | $3.2M | 6.6k | 480.65 |
| 2023-03-31 | $3.1M | 6.6k | 472.60 |
| 2022-12-31 | $3.5M | 6.6k | 530.19 |
| 2022-09-30 | $3.3M | 6.6k | 505.05 |
| 2022-06-30 | $3.4M | 6.7k | 513.64 |
| 2022-03-31 | $3.4M | 6.7k | 509.98 |
| 2021-12-31 | $3.4M | 6.7k | 502.15 |
| 2021-09-30 | $2.7M | 6.8k | 390.75 |
| 2021-06-30 | $2.7M | 6.8k | 400.45 |
| 2021-03-31 | $2.5M | 6.8k | 372.08 |
| 2020-12-31 | $2.4M | 6.8k | 350.69 |
| 2020-09-30 | $2.1M | 6.8k | 311.78 |
| 2020-06-30 | $2.0M | 6.8k | 294.96 |
| 2020-03-31 | $1.7M | 7.0k | 249.38 |
| 2019-12-31 | $222k | 756 | 293.98 |
More positions owned by Legacy Wealth Management, LLC / MS
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