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
2026 Q2	$204K	Buy	+490	New	+$182K	0.08%	138
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empire Financial Management Company's UNH Position: Q2 2026 in Review

Empire Financial Management Company opened a new position in UnitedHealth (UNH) in Q2 2026: 490 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #138 among its holdings. This is a return to the name: Empire Financial Management Company previously reported a position in UNH as recently as Q3 2025.

Empire Financial Management Company first reported a position in UNH in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q3 2025. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Empire Financial Management Company held 490 shares of UnitedHealth worth $204K as of Q2 2026.
UnitedHealth was a new Empire Financial Management Company position in Q2 2026.
UnitedHealth made up 0.08% of Empire Financial Management Company's portfolio in Q2 2026, its #138 holding.
Empire Financial Management Company first reported a position in UnitedHealth in Q1 2023 and has held it in 12 quarters since.
Empire Financial Management Company's UnitedHealth position peaked at $2.56M in Q3 2025.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.