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Legacy Wealth Advisors, LLC

SEC CIK
0002111463
Latest filing
Aug 14, 2026

UNH holding history

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

Shares (Q2 2026)
2,061
Value
$856.6K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of UNH by Legacy Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,061$856.6K0.4%+456+28.4%AddedHolders
Q1 20261,605$434.3K0.2%+189+13.3%AddedHolders
Q4 20251,416$467.4K0.3%–No prior filingHolders