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
2023 Q1	–	Sell	-15,571	Closed	-$8.26M	–	712
2022 Q4	$8.26M	Buy	+15,571	New	+$8.25M	0.54%	38

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

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. 3,394 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.
3,394 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.