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Empire Financial Management Company’s UnitedHealth UNH Stock Holding History

Empire Financial Management Company’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,425
Closed -$2.56M – 222
2025
Q3 		$2.56M Buy
7,425
+2,902
+64% +$878K 0.59% 55
2025
Q2 		$1.41M Sell
4,523
-19
-0.4% -$7.26K 0.41% 80
2025
Q1 		$2.38M Buy
4,542
+390
+9% +$199K 0.74% 41
2024
Q4 		$2.1M Sell
4,152
-64
-2% -$36.4K 0.66% 48
2024
Q3 		$2.47M Buy
4,216
+37
+0.9% +$20.9K 0.76% 39
2024
Q2 		$2.13M Buy
4,179
+136
+3% +$66.7K 0.7% 42
2024
Q1 		$2M Buy
4,043
+894
+28% +$454K 0.66% 48
2023
Q4 		$1.66M Buy
3,149
+2,425
+335% +$1.29M 0.65% 51
2023
Q3 		$365K Sell
724
-91
-11% -$44.8K 0.16% 142
2023
Q2 		$392K Buy
815
+45
+6% +$22K 0.16% 138
2023
Q1 		$364K Buy
+770
New +$372K 0.15% 145

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Empire Financial Management Company's UNH Position: Q4 2025 in Review

Empire Financial Management Company sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 7,425 shares — an estimated $2.56M sold.

Empire Financial Management Company first reported a position in UNH in Q1 2023 and held it in 11 quarters. The position peaked at $2.56M in Q3 2025. 3,297 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Empire Financial Management Company reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Empire Financial Management Company sold 7,425 UnitedHealth shares in Q4 2025, an estimated $2.56M.
  • Empire Financial Management Company first reported a position in UnitedHealth in Q1 2023 and held it in 11 quarters.
  • Empire Financial Management Company's UnitedHealth position peaked at $2.56M in Q3 2025.
  • 3,297 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Empire Financial Management Company's 13F filing for Q4 2025, filed 12 Feb 2026.