Axiom Advisory’s UnitedHealth UNH Stock Holding History

Axiom Advisory’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
2024 Q3	$591K	Sell	1,024 -2	-0.2%	-$1.13K	0.01%	211
2024 Q2	$503K	Buy	+1,026	New	+$503K	0.01%	219

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Axiom Advisory's UNH Position: Q3 2024 in Review

Axiom Advisory reduced its UnitedHealth (UNH) stake by 0.19% in Q3 2024, selling an estimated $1.13K and leaving 1,024 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #211.

Axiom Advisory first reported a position in UNH in Q2 2024 and has held it in 2 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Axiom Advisory held 1,024 shares of UnitedHealth worth $591K as of Q3 2024.
Axiom Advisory sold 2 UnitedHealth shares in Q3 2024, an estimated $1.13K.
UnitedHealth made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #211 holding.
Axiom Advisory first reported a position in UnitedHealth in Q2 2024 and has held it in 2 quarters since.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.