Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

UnitedHealth shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 8.2k 345.30
2025-06-30 $3.7M 12k 311.97
2025-03-31 $6.6M 13k 523.76
2024-12-31 $3.5M 6.9k 505.82
2024-09-30 $4.0M 6.8k 584.72
2024-06-30 $2.8M 5.6k 509.29
2024-03-31 $2.8M 5.6k 494.71
2023-12-31 $2.6M 4.9k 526.47
2023-09-30 $2.1M 4.2k 504.15
2023-06-30 $1.8M 3.7k 480.58
2023-03-31 $1.9M 4.1k 472.56
2022-12-31 $2.0M 3.8k 530.18
2022-09-30 $1.7M 3.4k 504.97
2022-06-30 $1.7M 3.3k 513.68
2022-03-31 $1.9M 3.8k 509.91
2021-12-31 $1.8M 3.6k 502.20
2021-09-30 $1.1M 2.9k 390.59
2021-06-30 $1.1M 2.7k 400.59
2021-03-31 $870k 2.3k 372.11
2020-12-31 $782k 2.2k 350.52
2020-09-30 $616k 2.0k 311.58
2020-06-30 $587k 2.0k 294.68
2020-03-31 $300k 1.2k 249.79
2019-12-31 $313k 1.1k 294.17
2019-09-30 $262k 1.2k 217.61
2019-06-30 $315k 1.3k 244.19
2019-03-31 $265k 1.1k 247.20
2018-12-31 $215k 865 248.55
2018-09-30 $755k 2.8k 266.22
2018-06-30 $431k 1.8k 245.30
2018-03-31 $299k 1.2k 255.56
2017-12-31 $247k 1.1k 220.54
2017-09-30 $210k 1.1k 196.08

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Dimensional Etf Trust Internatnal Val (DFIV)
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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth