Empower Advisory Group
UNH icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Empower Advisory Group's UNH Position: Q1 2026 in Review

Empower Advisory Group increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $15.9M and bringing the position to 442,159 shares worth $120M. The position accounts for 0.31% of the portfolio, ranked #60.

Empower Advisory Group first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $138M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Empower Advisory Group held 442,159 shares of UnitedHealth worth $120M as of Q1 2026.
  • Empower Advisory Group bought 53,487 UnitedHealth shares in Q1 2026, an estimated $15.9M.
  • UnitedHealth made up 0.31% of Empower Advisory Group's portfolio in Q1 2026, its #60 holding.
  • Empower Advisory Group first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's UnitedHealth position peaked at $138M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.