Empower Advisory Group’s UnitedHealth UNH Stock Holding History

Empower Advisory Group’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	$208M	Buy	501,433 +59,274	+13%	+$22M	0.5%	36
2026 Q1	$120M	Buy	442,159 +53,487	+14%	+$15.9M	0.31%	60
2025 Q4	$128M	Buy	388,672 +32,757	+9%	+$11.1M	0.35%	49
2025 Q3	$123M	Buy	355,915 +6,962	+2%	+$2.11M	0.34%	55
2025 Q2	$109M	Buy	348,953 +97,063	+39%	+$37.1M	0.33%	56
2025 Q1	$132M	Buy	251,890 +15,983	+7%	+$8.17M	0.43%	45
2024 Q4	$119M	Buy	235,907 +66	+0%	+$37.5K	0.4%	48
2024 Q3	$138M	Buy	235,841 +4,929	+2%	+$2.79M	0.47%	40
2024 Q2	$118M	Buy	230,912 +5,384	+2%	+$2.64M	0.44%	45
2024 Q1	$112M	Buy	225,528 +2,060	+0.9%	+$1.05M	0.42%	49
2023 Q4	$118M	Buy	223,468 +1,866	+0.8%	+$995K	0.46%	42
2023 Q3	$112M	Buy	221,602 +3,707	+2%	+$1.82M	0.49%	36
2023 Q2	$105M	Buy	217,895 +4,319	+2%	+$2.11M	0.45%	40
2023 Q1	$106M	Buy	+213,576	New	+$103M	0.47%	36

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

Empower Advisory Group's UNH Position: Q2 2026 in Review

Empower Advisory Group increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $22M and bringing the position to 501,433 shares worth $208M. The position accounts for 0.5% of the portfolio, ranked #36.

Empower Advisory Group first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Empower Advisory Group held 501,433 shares of UnitedHealth worth $208M as of Q2 2026.
Empower Advisory Group bought 59,274 UnitedHealth shares in Q2 2026, an estimated $22M.
UnitedHealth made up 0.5% of Empower Advisory Group's portfolio in Q2 2026, its #36 holding.
Empower Advisory Group first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.