EWM
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Empirical Wealth Management’s UnitedHealth UNH Stock Holding History

Empirical Wealth 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
2024
Q2 		– Hold
0
– -$98.9K – 584
2024
Q1 		– Hold
0
– – – 521

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 1,526 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.
  • 1,526 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.