Axiom Investment Management’s UnitedHealth UNH Stock Holding History

Axiom Investment Management’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	$249K	Buy	600 +68	+13%	+$25.2K	0.17%	104
2026 Q1	$144K	Buy	+532	New	+$158K	0.11%	128
2022 Q4	–	Sell	-262	Closed	-$134K	–	415
2022 Q3	$134K	Buy	+262	New	+$138K	0.27%	77
2022 Q1	–	Sell	-543	Closed	-$278K	–	150
2021 Q4	$278K	Buy	543 +2	+0.4%	+$905	0.27%	92
2021 Q3	$212K	Sell	541 -101	-16%	-$41.8K	0.21%	107
2021 Q2	$257K	Sell	642 -5	-0.8%	-$1.99K	0.2%	112
2021 Q1	$242K	Buy	+647	New	+$224K	0.2%	110
2019 Q3	–	Sell	-853	Closed	-$207K	–	402
2019 Q2	$207K	Sell	853 -291	-25%	-$70K	0.04%	350
2019 Q1	$284K	Sell	1,144 -40	-3%	-$10.2K	0.05%	298
2018 Q4	$295K	Buy	+1,184	New	+$313K	0.06%	273

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Axiom Investment Management's UNH Position: Q2 2026 in Review

Axiom Investment Management increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $25.2K and bringing the position to 600 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #104.

Axiom Investment Management first reported a position in UNH in Q4 2018 and has held it in 10 quarters since. The position peaked at $295K in Q4 2018. 1,718 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Axiom Investment Management held 600 shares of UnitedHealth worth $249K as of Q2 2026.
Axiom Investment Management bought 68 UnitedHealth shares in Q2 2026, an estimated $25.2K.
UnitedHealth made up 0.17% of Axiom Investment Management's portfolio in Q2 2026, its #104 holding.
Axiom Investment Management first reported a position in UnitedHealth in Q4 2018 and has held it in 10 quarters since.
Axiom Investment Management's UnitedHealth position peaked at $295K in Q4 2018.
1,718 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.