Axa’s UnitedHealth UNH Stock Holding History

Axa’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$545K	Sell	2,013 -200	-9%	-$59.6K	0.21%	61
2025 Q4	$731K	Sell	2,213 -382	-15%	-$129K	0.35%	54
2025 Q3	$896K	Sell	2,595 -290,581	-99%	-$87.9M	0.45%	47
2025 Q2	$91.5M	Sell	293,176 -155,294	-35%	-$59.4M	0.26%	78
2025 Q1	$235M	Buy	448,470 +1,281	+0.3%	+$655K	0.77%	20
2024 Q4	$226M	Sell	447,189 -67,301	-13%	-$38.2M	0.69%	22
2024 Q3	$301M	Sell	514,490 -23,262	-4%	-$13.2M	0.89%	17
2024 Q2	$274M	Sell	537,752 -205,142	-28%	-$101M	0.81%	19
2024 Q1	$368M	Sell	742,894 -21,705	-3%	-$11M	1.1%	11
2023 Q4	$403M	Sell	764,599 -44,972	-6%	-$24M	1.3%	8
2023 Q3	$408M	Sell	809,571 -78,171	-9%	-$38.5M	1.43%	8
2023 Q2	$427M	Buy	887,742 +29,828	+3%	+$14.6M	1.42%	8
2023 Q1	$405M	Buy	857,914 +51,804	+6%	+$25M	1.39%	7
2022 Q4	$427M	Buy	806,110 +57,364	+8%	+$30.4M	1.54%	4
2022 Q3	$378M	Buy	748,746 +5,811	+0.8%	+$3.06M	1.49%	6
2022 Q2	$382M	Buy	742,935 +19,609	+3%	+$9.85M	1.41%	8
2022 Q1	$369M	Sell	723,326 -116,713	-14%	-$56.3M	1.05%	9
2021 Q4	$422M	Sell	840,039 -67,515	-7%	-$30.6M	1.08%	10
2021 Q3	$355M	Buy	907,554 +87,508	+11%	+$36.2M	1%	10
2021 Q2	$328M	Sell	820,046 -5,044	-0.6%	-$2.01M	0.93%	11
2021 Q1	$307M	Buy	825,090 +6,867	+0.8%	+$2.38M	0.93%	10
2020 Q4	$287M	Sell	818,223 -52,605	-6%	-$17.6M	0.9%	12
2020 Q3	$271M	Buy	870,828 +52,468	+6%	+$16.1M	0.98%	11
2020 Q2	$241M	Buy	818,360 +36,098	+5%	+$10.3M	0.95%	11
2020 Q1	$195M	Buy	782,262 +92,803	+13%	+$25.5M	0.98%	11
2019 Q4	$203M	Sell	689,459 -26,857	-4%	-$7.03M	0.82%	13
2019 Q3	$156M	Sell	716,316 -31,399	-4%	-$7.58M	0.62%	21
2019 Q2	$182M	Sell	747,715 -121,652	-14%	-$29.3M	0.71%	13
2019 Q1	$215M	Buy	869,367 +50,865	+6%	+$13M	0.84%	11
2018 Q4	$204M	Sell	818,502 -93,079	-10%	-$24.6M	0.89%	9
2018 Q3	$243M	Buy	911,581 +49,227	+6%	+$12.8M	0.89%	8
2018 Q2	$212M	Buy	862,354 +9,883	+1%	+$2.37M	0.81%	10
2018 Q1	$182M	Sell	852,471 -53,144	-6%	-$12.1M	0.73%	15
2017 Q4	$200M	Sell	905,615 -72,887	-7%	-$15.4M	0.78%	12
2017 Q3	$192M	Sell	978,502 -9,243	-0.9%	-$1.79M	0.83%	10
2017 Q2	$183M	Buy	987,745 +26,417	+3%	+$4.63M	0.83%	11
2017 Q1	$158M	Sell	961,328 -112,866	-11%	-$18.5M	0.71%	23
2016 Q4	$172M	Buy	1,074,194 +46,079	+4%	+$6.88M	0.81%	17
2016 Q3	$144M	Sell	1,028,115 -25,393	-2%	-$3.56M	0.63%	26
2016 Q2	$149M	Buy	1,053,508 +49,280	+5%	+$6.57M	0.66%	24
2016 Q1	$129M	Buy	1,004,228 +96,138	+11%	+$11.4M	0.58%	35
2015 Q4	$107M	Sell	908,090 -241,635	-21%	-$28.2M	0.47%	46
2015 Q3	$133M	Buy	1,149,725 +261,077	+29%	+$31.2M	0.55%	36
2015 Q2	$108M	Buy	888,648 +101,277	+13%	+$12M	0.43%	49
2015 Q1	$93.1M	Sell	787,371 -339,591	-30%	-$37.7M	0.38%	58
2014 Q4	$114M	Sell	1,126,962 -36,592	-3%	-$3.47M	0.46%	56
2014 Q3	$100M	Sell	1,163,554 -1,263,206	-52%	-$107M	0.43%	50
2014 Q2	$198M	Buy	2,426,760 +72,876	+3%	+$5.73M	0.83%	15
2014 Q1	$193M	Sell	2,353,884 -64,822	-3%	-$4.88M	0.84%	18
2013 Q4	$182M	Sell	2,418,706 -79,331	-3%	-$5.7M	0.82%	19
2013 Q3	$179M	Sell	2,498,037 -183,285	-7%	-$13.1M	0.88%	18
2013 Q2	$176M	Buy	+2,681,322	New	+$167M	0.93%	19

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Axa's UNH Position: Q1 2026 in Review

Axa reduced its UnitedHealth (UNH) stake by 9% in Q1 2026, selling an estimated $59.6K and leaving 2,013 shares worth $545K. The position accounts for 0.21% of the portfolio, ranked #61.

Axa first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $427M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Axa held 2,013 shares of UnitedHealth worth $545K as of Q1 2026.
Axa sold 200 UnitedHealth shares in Q1 2026, an estimated $59.6K.
UnitedHealth made up 0.21% of Axa's portfolio in Q1 2026, its #61 holding.
Axa first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Axa's UnitedHealth position peaked at $427M in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Axa's 13F filing for Q1 2026, filed 15 May 2026.