EF
UNH icon

Empowered Funds’s UnitedHealth UNH Stock Holding History

Empowered Funds’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 		$58M Buy
139,558
+24,274
+21% +$9M 0.31% 46
2026
Q1 		$31.2M Buy
115,284
+31,053
+37% +$9.25M 0.2% 89
2025
Q4 		$27.8M Buy
84,231
+9,678
+13% +$3.28M 0.47% 39
2025
Q3 		$25.7M Sell
74,553
-14,476
-16% -$4.38M 0.26% 58
2025
Q2 		$27.8M Buy
89,029
+45,320
+104% +$17.3M 0.31% 56
2025
Q1 		$22.9M Buy
43,709
+3,310
+8% +$1.69M 0.33% 45
2024
Q4 		$20.4M Buy
40,399
+8,302
+26% +$4.72M 0.3% 45
2024
Q3 		$18.8M Buy
32,097
+1,229
+4% +$695K 0.3% 47
2024
Q2 		$15.7M Sell
30,868
-1,205
-4% -$591K 0.27% 54
2024
Q1 		$15.9M Buy
32,073
+7,781
+32% +$3.96M 0.29% 58
2023
Q4 		$12.8M Sell
24,292
-2,329
-9% -$1.24M 0.32% 39
2023
Q3 		$13.4M Buy
26,621
+9,953
+60% +$4.9M 0.4% 28
2023
Q2 		$8.01M Buy
16,668
+3,110
+23% +$1.52M 0.28% 54
2023
Q1 		$6.41M Buy
+13,558
New +$6.54M 0.38% 61
2022
Q4 		– Sell
-7,230
Closed -$3.83M – 587
2022
Q3 		$3.65M Buy
7,230
+2,384
+49% +$1.25M 0.35% 76
2022
Q2 		$2.49M Sell
4,846
-3,439
-42% -$1.73M 0.32% 98
2022
Q1 		$4.22M Buy
8,285
+5,199
+168% +$2.51M 0.46% 75
2021
Q4 		$1.55M Buy
3,086
+1,754
+132% +$794K 0.17% 135
2021
Q3 		$520K Buy
1,332
+564
+73% +$234K 0.07% 173
2021
Q2 		$308K Sell
768
-7,391
-91% -$2.95M 0.04% 210
2021
Q1 		$2.86M Hold
8,159
– – 0.55% 36
2020
Q4 		$2.86M Buy
+8,159
New +$2.73M 0.55% 36

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empowered Funds's UNH Position: Q2 2026 in Review

Empowered Funds increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $9M and bringing the position to 139,558 shares worth $58M. The position accounts for 0.31% of the portfolio, ranked #46.

Empowered Funds first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Empowered Funds held 139,558 shares of UnitedHealth worth $58M as of Q2 2026.
  • Empowered Funds bought 24,274 UnitedHealth shares in Q2 2026, an estimated $9M.
  • UnitedHealth made up 0.31% of Empowered Funds's portfolio in Q2 2026, its #46 holding.
  • Empowered Funds first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.