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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
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

Empowered Funds's UNH Position: Q1 2026 in Review

Empowered Funds increased its UnitedHealth (UNH) stake by 37% in Q1 2026, buying an estimated $9.25M and bringing the position to 115,284 shares worth $31.2M. The position accounts for 0.2% of the portfolio, ranked #89.

Empowered Funds first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Empowered Funds held 115,284 shares of UnitedHealth worth $31.2M as of Q1 2026.
  • Empowered Funds bought 31,053 UnitedHealth shares in Q1 2026, an estimated $9.25M.
  • UnitedHealth made up 0.2% of Empowered Funds's portfolio in Q1 2026, its #89 holding.
  • Empowered Funds first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.