Empirical Finance’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.79M | Sell |
32,489
-44
| -0.1% | -$13.1K | 0.41% | 50 |
|
|
2025
Q4 | $10.7M | Sell |
32,533
-2,559
| -7% | -$867K | 0.51% | 35 |
|
|
2025
Q3 | $12.1M | Buy |
35,092
+329
| +0.9% | +$99.5K | 0.58% | 29 |
|
|
2025
Q2 | $10.8M | Buy |
34,763
+2,589
| +8% | +$989K | 0.57% | 28 |
|
|
2025
Q1 | $16.9M | Buy |
32,174
+356
| +1% | +$182K | 1.02% | 15 |
|
|
2024
Q4 | $16.1M | Sell |
31,818
-405
| -1% | -$230K | 0.93% | 15 |
|
|
2024
Q3 | $18.8M | Buy |
32,223
+692
| +2% | +$391K | 1.1% | 15 |
|
|
2024
Q2 | $16.1M | Sell |
31,531
-2,064
| -6% | -$1.01M | 1% | 14 |
|
|
2024
Q1 | $16.6M | Buy |
33,595
+1,120
| +3% | +$569K | 1.02% | 14 |
|
|
2023
Q4 | $17.1M | Buy |
32,475
+133
| +0.4% | +$70.9K | 1.19% | 13 |
|
|
2023
Q3 | $16.3M | Buy |
32,342
+2,962
| +10% | +$1.46M | 1.2% | 16 |
|
|
2023
Q2 | $14.1M | Buy |
29,380
+3,238
| +12% | +$1.58M | 1.09% | 16 |
|
|
2023
Q1 | $12.4M | Buy |
26,142
+1,356
| +5% | +$654K | 1.16% | 15 |
|
|
2022
Q4 | $13.1M | Buy |
24,786
+1,907
| +8% | +$1.01M | 1.36% | 10 |
|
|
2022
Q3 | $11.6M | Buy |
22,879
+3,684
| +19% | +$1.94M | 1.37% | 14 |
|
|
2022
Q2 | $9.86M | Sell |
19,195
-229
| -1% | -$115K | 1.26% | 13 |
|
|
2022
Q1 | $9.91M | Buy |
19,424
+1,950
| +11% | +$940K | 1.11% | 17 |
|
|
2021
Q4 | $8.77M | Buy |
17,474
+3,180
| +22% | +$1.44M | 1.04% | 17 |
|
|
2021
Q3 | $5.58M | Buy |
14,294
+672
| +5% | +$278K | 0.84% | 18 |
|
|
2021
Q2 | $5.46M | Buy |
13,622
+3,893
| +40% | +$1.55M | 0.89% | 18 |
|
|
2021
Q1 | $3.41M | Hold |
9,729
| – | – | 0.6% | 25 |
|
|
2020
Q4 | $3.41M | Buy |
9,729
+1,697
| +21% | +$569K | 0.6% | 25 |
|
|
2020
Q3 | $2.5M | Buy |
8,032
+1,702
| +27% | +$523K | 0.54% | 37 |
|
|
2020
Q2 | $1.87M | Buy |
6,330
+774
| +14% | +$222K | 0.48% | 44 |
|
|
2020
Q1 | $1.39M | Buy |
5,556
+1,947
| +54% | +$536K | 0.43% | 48 |
|
|
2019
Q4 | $1.06M | Buy |
3,609
+1,296
| +56% | +$339K | 0.26% | 91 |
|
|
2019
Q3 | $503K | Buy |
2,313
+43
| +2% | +$10.4K | 0.14% | 120 |
|
|
2019
Q2 | $554K | Buy |
2,270
+18
| +0.8% | +$4.33K | 0.15% | 108 |
|
|
2019
Q1 | $557K | Buy |
2,252
+523
| +30% | +$133K | 0.14% | 114 |
|
|
2018
Q4 | $431K | Sell |
1,729
-132
| -7% | -$34.9K | 0.13% | 106 |
|
|
2018
Q3 | $495K | Buy |
1,861
+219
| +13% | +$57K | 0.12% | 99 |
|
|
2018
Q2 | $403K | Sell |
1,642
-610
| -27% | -$146K | 0.1% | 93 |
|
|
2018
Q1 | $557K | Buy |
+2,252
| New | +$514K | 0.14% | 114 |
|
|
2017
Q1 | – | Sell |
-523
| Closed | -$84K | – | 542 |
|
|
2016
Q4 | $84K | Buy |
+523
| New | +$78.1K | 0.06% | 91 |
|
Other funds holding UNH
VCM
VPM
Empirical Finance's UNH Position: Q1 2026 in Review
Empirical Finance reduced its UnitedHealth (UNH) stake by 0.14% in Q1 2026, selling an estimated $13.1K and leaving 32,489 shares worth $8.79M. The position accounts for 0.41% of the portfolio, ranked #50.
Empirical Finance first reported a position in UNH in Q4 2016 and has held it in 34 quarters since. The position peaked at $18.8M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Empirical Finance held 32,489 shares of UnitedHealth worth $8.79M as of Q1 2026.
- Empirical Finance sold 44 UnitedHealth shares in Q1 2026, an estimated $13.1K.
- UnitedHealth made up 0.41% of Empirical Finance's portfolio in Q1 2026, its #50 holding.
- Empirical Finance first reported a position in UnitedHealth in Q4 2016 and has held it in 34 quarters since.
- Empirical Finance's UnitedHealth position peaked at $18.8M in Q3 2024.
- 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.