Axim Planning & Wealth
UNH icon

Axim Planning & Wealth’s UnitedHealth UNH Stock Holding History

Axim Planning & Wealth’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
Q3 		– Sell
-609
Closed -$253K – 76
2026
Q2 		$253K Sell
609
-190
-24% -$70.4K 0.35% 66
2026
Q1 		$216K Buy
+799
New +$238K 0.26% 71
2022
Q4 		– Sell
-25
Closed -$13K – 153
2022
Q3 		$13K Sell
25
-15
-38% -$7.89K 0.01% 102
2022
Q2 		$21K Buy
+40
New +$20.1K 0.02% 69

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Axim Planning & Wealth's UNH Position: Q3 2026 in Review

Axim Planning & Wealth sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 609 shares — an estimated $253K sold.

Axim Planning & Wealth first reported a position in UNH in Q2 2022 and held it in 4 quarters. The position peaked at $253K in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Axim Planning & Wealth reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 609 UnitedHealth shares in Q3 2026, an estimated $253K.
  • Axim Planning & Wealth first reported a position in UnitedHealth in Q2 2022 and held it in 4 quarters.
  • Axim Planning & Wealth's UnitedHealth position peaked at $253K in Q2 2026.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Axim Planning & Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.