Empower Advisory Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1978885 Greenwood Village, CO

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$208,410,597

+$88,766,794 QoQ

Shares Held

501,433

+13.4% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#158

of 3,349 holders

Holding Since

Mar 2023

14 quarters on record

Healthcare · as of Jun 30, 2026

Empower Advisory Group, LLC holds $215,355,653 across 4 Healthcare Plans names. UNH ranks #1 (96.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	501,433	$208,410,597
2	CI	Cigna Group	16,958	$4,674,981
3	CVS	CVS HEALTH Corp	12,482	$1,291,262
4	ELV	Elevance Health, Inc.	2,531	$978,813

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,410,597	501,433	+13.4%	Shares	Sole	2026-08-12
2026-03-31	$119,643,803	442,159	+13.8%	Shares	Sole	2026-05-14
2025-12-31	$128,304,513	388,672	+9.2%	Shares	Sole	2026-02-12
2025-09-30	$122,897,449	355,915	+2.0%	Shares	Sole	2025-11-14
2025-06-30	$108,862,867	348,953	+38.5%	Shares	Sole	2025-08-08
2025-03-31	$131,927,387	251,890	+6.8%	Shares	Sole	2025-05-09
2024-12-31	$119,335,915	235,907	+0.0%	Shares	Sole	2025-01-31
2024-09-30	$137,891,515	235,841	+2.1%	Shares	Sole	2024-11-05
2024-06-30	$117,594,245	230,912	+2.4%	Shares	Sole	2024-07-25
2024-03-31	$111,568,701	225,528	+0.9%	Shares	Sole	2024-05-02
2023-12-31	$117,649,197	223,468	+0.8%	Shares	Sole	2024-02-07
2023-09-30	$111,729,512	221,602	+1.7%	Shares	Sole	2023-11-06
2023-06-30	$104,729,052	217,895	+2.0%	Shares	Sole	2023-08-10
2023-03-31	$100,933,881	213,576	—	Shares	Sole	2023-05-25
No filing history on record for this holder in this stock.