Empirical Asset Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1926596 WELLESLEY, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,416,467

+$753,522 QoQ

Shares Held

3,408

+39.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,604

of 3,349 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Empirical Asset Management, LLC holds $2,930,904 across 4 Healthcare Plans names. UNH ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,408	$1,416,467
2	CVS	CVS HEALTH Corp	5,473	$566,181
3	ELV	Elevance Health, Inc.	1,399	$541,035
4	CNC	Centene Corp	6,344	$407,221

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,416,467	3,408	+39.1%	Shares	Sole	2026-08-10
2026-03-31	$662,945	2,450	-56.4%	Shares	Sole	2026-05-11
2025-12-31	$1,856,868	5,625	-4.7%	Shares	Sole	2026-02-06
2025-09-30	$2,037,615	5,901	+142.2%	Shares	Sole	2025-11-12
2025-06-30	$759,958	2,436	+93.3%	Shares	Sole	2025-07-29
2025-03-31	$659,925	1,260	-94.2%	Shares	Sole	2025-05-12
2024-12-31	$354,681	21,856	+16.9%	Shares	Sole	2025-01-15
2024-09-30	$204,363	18,699	+0.5%	Shares	Sole	2024-10-11
2024-06-30	$136,327	18,612	+3065.3%	Shares	Sole	2024-08-12
2023-03-31	$277,882	588	+36.7%	Shares	Sole	2023-04-18
2022-09-30	$217,167	430	-6.5%	Shares	Sole	2022-10-19
2022-06-30	$236,269	460	-22.2%	Shares	Sole	2022-07-18
2022-03-31	$301,392	591	+7.8%	Shares	Sole	2022-05-06
2021-12-31	$275,172	548	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.