Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in UNH — Unitedhealth Group Inc

CIK 1510434 Seattle, WA

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,879,894

+$531,274 QoQ

Shares Held

4,523

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,437

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Mar 31, 2024

CallValue

$98,940

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $6,075,445 across 5 Healthcare Plans names. UNH ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,523	$1,879,894
2	ELV	Elevance Health, Inc.	3,678	$1,422,392
3	CI	Cigna Group	4,058	$1,118,709
4	CVS	CVS HEALTH Corp	9,611	$994,257
5	CNC	Centene Corp	10,285	$660,193

All Filings in UNH

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,879,894	4,523	-9.2%	Shares	Sole	2026-07-15
2026-03-31	$1,348,620	4,984	-30.6%	Shares	Sole	2026-05-04
2025-12-31	$2,371,179	7,183	-12.1%	Shares	Other	2026-01-16
2025-09-30	$2,821,791	8,172	-31.1%	Shares	Other	2025-11-10
2025-06-30	$3,699,339	11,858	-5.3%	Shares	Other	2025-07-21
2025-03-31	$6,557,873	12,521	+81.0%	Shares	Other	2025-05-08
2024-12-31	$3,498,527	6,916	+2.0%	Shares	Sole	2025-01-22
2024-09-30	$3,965,884	6,783	+21.3%	Shares	Sole	2024-11-01
2024-06-30	$2,848,291	5,593	+4.0%	Shares	Sole	2024-08-09
2024-03-31	$2,659,507	5,376	+9.0%	Shares	Sole	2024-05-07
2024-03-31	$98,940	200	—	Call	Sole	2024-05-07
2023-12-31	$2,597,076	4,933	+18.4%	Shares	Sole	2024-02-06
2023-09-30	$2,099,951	4,165	+11.2%	Shares	Sole	2023-11-03
2023-06-30	$1,799,516	3,744	-7.8%	Shares	Sole	2023-08-11
2023-03-31	$1,919,660	4,062	+7.8%	Shares	Sole	2023-05-09
2022-12-31	$1,998,248	3,769	+10.2%	Shares	Sole	2023-02-08
2022-09-30	$1,727,236	3,420	+2.8%	Shares	Sole	2022-11-03
2022-06-30	$1,708,847	3,327	-12.1%	Shares	Sole	2022-08-02
2022-03-31	$1,930,236	3,785	+4.2%	Shares	Sole	2022-05-13
2021-12-31	$1,824,776	3,634	+24.8%	Shares	Sole	2022-02-14
2021-09-30	$1,137,444	2,911	+6.6%	Shares	Sole	2021-11-02
2021-06-30	$1,093,601	2,731	+16.8%	Shares	Sole	2021-08-12
2021-03-31	$869,899	2,338	+4.8%	Shares	Sole	2021-05-17
2020-12-31	$782,367	2,231	+12.8%	Shares	Sole	2021-02-12
2020-09-30	$616,369	1,977	-0.8%	Shares	Sole	2020-11-12
2020-06-30	$587,540	1,992	+65.9%	Shares	Sole	2020-08-12
2020-03-31	$299,505	1,201	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.