Empire Financial Management Company, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1971875
NEW YORK, NY
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$203,658
-$2,360,194 QoQ
Shares Held
490
-93.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,043
of 3,349 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Empire Financial Management Company, LLC holds $913,738 across 2 Healthcare Plans names. UNH ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
6,864 | $710,080 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
490 | $203,658 |
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,658 | 490 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $2,563,852 | 7,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,411,040 | 4,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,378,872 | 4,542 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,100,330 | 4,152 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,465,010 | 4,216 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,128,197 | 4,179 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,000,072 | 4,043 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,657,854 | 3,149 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $365,033 | 724 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $391,721 | 815 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $363,894 | 770 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||