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
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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Axiom Financial Strategies's UNH Position: Q2 2025 in Review

Axiom Financial Strategies sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 574 shares — an estimated $301K sold.

Axiom Financial Strategies first reported a position in UNH in Q1 2022 and held it in 9 quarters. The position peaked at $324K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Axiom Financial Strategies reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Axiom Financial Strategies sold 574 UnitedHealth shares in Q2 2025, an estimated $301K.
Axiom Financial Strategies first reported a position in UnitedHealth in Q1 2022 and held it in 9 quarters.
Axiom Financial Strategies's UnitedHealth position peaked at $324K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.