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Livermore
Livermore
ZHEN

Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Legacy Wealth Management, 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 2026 holdings

Shares (Q2 2026)
2,208
Value
$917.7K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,208$917.7K0.2%−1,700−43.5%ReducedHolders
Q1 20263,908$1.06M0.3%−5,002−56.1%ReducedHolders
Q4 20258,910$2.94M0.8%−3,970−30.8%ReducedHolders
Q3 202512,880$4.45M1.3%−2,059−13.8%ReducedHolders
Q2 202514,939$4.66M1.4%+6,515+77.3%AddedHolders
Q1 20258,424$4.41M1.4%+180+2.2%AddedHolders
Q4 20248,244$4.17M1.7%−247−2.9%ReducedHolders
Q3 20248,491$4.96M1.8%−175−2.0%ReducedHolders
Q2 20248,666$4.41M1.9%+2,181+33.6%AddedHolders
Q1 20246,485$3.21M1.4%00.0%UnchangedHolders
Q4 20236,485$3.41M1.6%00.0%UnchangedHolders
Q3 20236,485$3.27M1.7%−102−1.5%ReducedHolders
Q2 20236,587$3.17M1.6%−17−0.3%ReducedHolders
Q1 20236,604$3.12M1.7%00.0%UnchangedHolders
Q4 20226,604$3.50M2.1%00.0%UnchangedHolders
Q3 20226,604$3.34M2.3%−87−1.3%ReducedHolders
Q2 20226,691$3.44M2.1%00.0%UnchangedHolders
Q1 20226,691$3.41M1.8%+8+0.1%AddedHolders
Q4 20216,683$3.36M1.7%−103−1.5%ReducedHolders
Q3 20216,786$2.65M1.4%00.0%UnchangedHolders
Q2 20216,786$2.72M1.5%00.0%UnchangedHolders
Q1 20216,786$2.52M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.