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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Axim Planning & Wealth's UNH Position: Q2 2026 in Review

Axim Planning & Wealth reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $70.4K and leaving 609 shares worth $253K. The position accounts for 0.35% of the portfolio, ranked #66.

Axim Planning & Wealth first reported a position in UNH in Q2 2022 and has held it in 4 quarters since. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Axim Planning & Wealth held 609 shares of UnitedHealth worth $253K as of Q2 2026.
  • Axim Planning & Wealth sold 190 UnitedHealth shares in Q2 2026, an estimated $70.4K.
  • UnitedHealth made up 0.35% of Axim Planning & Wealth's portfolio in Q2 2026, its #66 holding.
  • Axim Planning & Wealth first reported a position in UnitedHealth in Q2 2022 and has held it in 4 quarters since.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.