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My Legacy Advisors, LLC

SEC CIK
0001767802
Latest filing
Jul 11, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by My Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2025 holdings

Shares (Q2 2025)
3,474
Value
$1.04M
% of portfolio
0.4%
Quarters held
14
Since Q1 2022
Holdings of UNH by My Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,474$1.04M0.4%−1,232−26.2%ReducedHolders
Q1 20254,706$2.46M1.0%−106−2.2%ReducedHolders
Q4 20244,812$2.61M1.0%+78+1.6%AddedHolders
Q3 20244,734$2.77M1.1%−676−12.5%ReducedHolders
Q2 20245,410$2.76M0.9%−73−1.3%ReducedHolders
Q1 20245,483$2.71M0.9%−648−10.6%ReducedHolders
Q4 20236,131$3.31M1.2%+97+1.6%AddedHolders
Q3 20236,034$3.21M1.3%+238+4.1%AddedHolders
Q2 20235,796$2.60M1.0%+16+0.3%AddedHolders
Q1 20235,780$2.98M1.3%−67−1.1%ReducedHolders
Q4 20225,847$2.76M1.2%+67+1.2%AddedHolders
Q3 20225,780$2.97M1.5%+259+4.7%AddedHolders
Q2 20225,521$2.85M1.4%+516+10.3%AddedHolders
Q1 20225,005$2.55M1.2%–No prior filingHolders