Empirical Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Sell |
4,523
-461
| -9% | -$171K | 0.03% | 283 |
|
|
2026
Q1 | $1.35M | Sell |
4,984
-2,199
| -31% | -$655K | 0.02% | 299 |
|
|
2025
Q4 | $2.37M | Sell |
7,183
-989
| -12% | -$335K | 0.04% | 227 |
|
|
2025
Q3 | $2.82M | Sell |
8,172
-3,686
| -31% | -$1.11M | 0.06% | 202 |
|
|
2025
Q2 | $3.7M | Sell |
11,858
-663
| -5% | -$253K | 0.08% | 153 |
|
|
2025
Q1 | $6.56M | Buy |
12,521
+5,605
| +81% | +$2.87M | 0.17% | 109 |
|
|
2024
Q4 | $3.5M | Buy |
6,916
+133
| +2% | +$75.6K | 0.09% | 139 |
|
|
2024
Q3 | $3.97M | Buy |
6,783
+1,190
| +21% | +$673K | 0.11% | 133 |
|
|
2024
Q2 | $2.85M | Buy |
5,593
+217
| +4% | +$106K | 0.08% | 150 |
|
|
2024
Q1 | $2.66M | Buy |
5,376
+443
| +9% | +$225K | 0.08% | 150 |
|
|
2023
Q4 | $2.6M | Buy |
4,933
+768
| +18% | +$410K | 0.09% | 143 |
|
|
2023
Q3 | $2.1M | Buy |
4,165
+421
| +11% | +$207K | 0.08% | 153 |
|
|
2023
Q2 | $1.8M | Sell |
3,744
-318
| -8% | -$155K | 0.07% | 164 |
|
|
2023
Q1 | $1.92M | Buy |
4,062
+293
| +8% | +$141K | 0.08% | 146 |
|
|
2022
Q4 | $2M | Buy |
3,769
+349
| +10% | +$185K | 0.09% | 137 |
|
|
2022
Q3 | $1.73M | Buy |
3,420
+93
| +3% | +$48.9K | 0.09% | 137 |
|
|
2022
Q2 | $1.71M | Sell |
3,327
-458
| -12% | -$230K | 0.09% | 149 |
|
|
2022
Q1 | $1.93M | Buy |
3,785
+151
| +4% | +$72.8K | 0.1% | 140 |
|
|
2021
Q4 | $1.82M | Buy |
3,634
+723
| +25% | +$327K | 0.09% | 144 |
|
|
2021
Q3 | $1.14M | Buy |
2,911
+180
| +7% | +$74.6K | 0.06% | 171 |
|
|
2021
Q2 | $1.09M | Buy |
2,731
+393
| +17% | +$157K | 0.07% | 175 |
|
|
2021
Q1 | $870K | Buy |
2,338
+107
| +5% | +$37.1K | 0.07% | 175 |
|
|
2020
Q4 | $782K | Buy |
2,231
+254
| +13% | +$85.1K | 0.06% | 184 |
|
|
2020
Q3 | $616K | Sell |
1,977
-15
| -0.8% | -$4.61K | 0.05% | 184 |
|
|
2020
Q2 | $587K | Buy |
1,992
+791
| +66% | +$227K | 0.05% | 185 |
|
|
2020
Q1 | $300K | Buy |
1,201
+137
| +13% | +$37.7K | 0.03% | 249 |
|
|
2019
Q4 | $313K | Sell |
1,064
-140
| -12% | -$36.6K | 0.03% | 250 |
|
|
2019
Q3 | $262K | Sell |
1,204
-86
| -7% | -$20.8K | 0.03% | 242 |
|
|
2019
Q2 | $315K | Buy |
1,290
+218
| +20% | +$52.4K | 0.04% | 201 |
|
|
2019
Q1 | $265K | Buy |
1,072
+207
| +24% | +$52.8K | 0.04% | 194 |
|
|
2018
Q4 | $215K | Sell |
865
-1,971
| -69% | -$521K | 0.04% | 184 |
|
|
2018
Q3 | $755K | Buy |
2,836
+1,079
| +61% | +$281K | 0.13% | 90 |
|
|
2018
Q2 | $431K | Buy |
1,757
+362
| +26% | +$86.9K | 0.08% | 119 |
|
|
2018
Q1 | $299K | Buy |
1,395
+275
| +25% | +$62.8K | 0.06% | 133 |
|
|
2017
Q4 | $247K | Buy |
1,120
+49
| +5% | +$10.4K | 0.05% | 132 |
|
|
2017
Q3 | $210K | Buy |
+1,071
| New | +$207K | 0.05% | 133 |
|
Other funds holding UNH
PAM
Empirical Wealth Management's UNH Position: Q2 2026 in Review
Empirical Wealth Management reduced its UnitedHealth (UNH) stake by 9.2% in Q2 2026, selling an estimated $171K and leaving 4,523 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #283.
Empirical Wealth Management first reported a position in UNH in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.56M in Q1 2025. 1,509 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Empirical Wealth Management held 4,523 shares of UnitedHealth worth $1.88M as of Q2 2026.
- Empirical Wealth Management sold 461 UnitedHealth shares in Q2 2026, an estimated $171K.
- UnitedHealth made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #283 holding.
- Empirical Wealth Management first reported a position in UnitedHealth in Q3 2017 and has held it in 36 quarters since.
- Empirical Wealth Management's UnitedHealth position peaked at $6.56M in Q1 2025.
- 1,509 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.