Axiom Financial Strategies’s UnitedHealth UNH Stock Holding History

Axiom Financial Strategies’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	$232K	Buy	+558	New	+$207K	0.07%	32
2025 Q2	–	Sell	-574	Closed	-$301K	–	57
2025 Q1	$301K	Sell	574 -1	-0.2%	-$511	0.18%	29
2024 Q4	$291K	Buy	575 +20	+4%	+$11.4K	0.16%	30
2024 Q3	$324K	Buy	+555	New	+$314K	0.17%	31
2024 Q2	–	Sell	-490	Closed	-$242K	–	36
2024 Q1	$242K	Sell	490 -2	-0.4%	-$1.02K	0.15%	31
2023 Q4	$259K	Buy	+492	New	+$262K	0.17%	28
2023 Q1	–	Sell	-397	Closed	-$210K	–	39
2022 Q4	$210K	Sell	397 -19	-5%	-$10.1K	0.13%	35
2022 Q3	$210K	Buy	416 +3	+0.7%	+$1.58K	0.11%	67
2022 Q2	$212K	Hold	413	–	–	0.11%	72
2022 Q1	$210K	Buy	+413	New	+$199K	0.11%	72

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Axiom Financial Strategies's UNH Position: Q2 2026 in Review

Axiom Financial Strategies opened a new position in UnitedHealth (UNH) in Q2 2026: 558 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #32 among its holdings. This is a return to the name: Axiom Financial Strategies previously reported a position in UNH as recently as Q1 2025.

Axiom Financial Strategies first reported a position in UNH in Q1 2022 and has held it in 10 quarters since. The position peaked at $324K in Q3 2024. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Axiom Financial Strategies held 558 shares of UnitedHealth worth $232K as of Q2 2026.
UnitedHealth was a new Axiom Financial Strategies position in Q2 2026.
UnitedHealth made up 0.07% of Axiom Financial Strategies's portfolio in Q2 2026, its #32 holding.
Axiom Financial Strategies first reported a position in UnitedHealth in Q1 2022 and has held it in 10 quarters since.
Axiom Financial Strategies's UnitedHealth position peaked at $324K in Q3 2024.
3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.