Empirical Asset Management’s UnitedHealth UNH Stock Holding History

Empirical Asset Management’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	$1.42M	Buy	3,408 +958	+39%	+$355K	0.32%	89
2026 Q1	$663K	Sell	2,450 -3,175	-56%	-$946K	0.17%	162
2025 Q4	$752K	Sell	5,625 -276	-5%	-$93.5K	0.21%	131
2025 Q3	$882K	Buy	5,901 +3,465	+142%	+$1.05M	0.24%	117
2025 Q2	$760K	Buy	2,436 +1,176	+93%	+$449K	0.24%	128
2025 Q1	$660K	Sell	1,260 -20,596	-94%	-$10.5M	0.23%	134
2024 Q4	$355K	Buy	21,856 +3,157	+17%	+$1.79M	0.12%	206
2024 Q3	$204K	Buy	18,699 +87	+0.5%	+$49.2K	0.07%	270
2024 Q2	$136K	Buy	+18,612	New	+$9.12M	0.05%	314
2023 Q2	–	Sell	-588	Closed	-$278K	–	182
2023 Q1	$278K	Buy	+588	New	+$284K	0.27%	113
2022 Q4	–	Sell	-430	Closed	-$217K	–	177
2022 Q3	$217K	Sell	430 -30	-7%	-$15.8K	0.24%	131
2022 Q2	$236K	Sell	460 -131	-22%	-$65.8K	0.25%	137
2022 Q1	$301K	Buy	591 +43	+8%	+$20.7K	0.29%	109
2021 Q4	$275K	Buy	+548	New	+$248K	0.27%	118

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 $3.37T AUM 44.26% 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

Empirical Asset Management's UNH Position: Q2 2026 in Review

Empirical Asset Management increased its UnitedHealth (UNH) stake by 39% in Q2 2026, buying an estimated $355K and bringing the position to 3,408 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #89.

Empirical Asset Management first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Empirical Asset Management held 3,408 shares of UnitedHealth worth $1.42M as of Q2 2026.
Empirical Asset Management bought 958 UnitedHealth shares in Q2 2026, an estimated $355K.
UnitedHealth made up 0.32% of Empirical Asset Management's portfolio in Q2 2026, its #89 holding.
Empirical Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.