UnitedHealth shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 721 | 345.51 |
| 2025-06-30 | $159k | 508 | 312.23 |
| 2025-03-31 | $44k | 84 | 523.75 |
| 2024-12-31 | $44k | 84 | 527.04 |
| 2024-09-30 | $57k | 94 | 605.87 |