Axis Wealth Partners’s UnitedHealth UNH Stock Holding History

Axis Wealth Partners’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	$622K	Sell	1,498 -54	-3%	-$20K	0.3%	90
2026 Q1	$420K	Sell	1,552 -70	-4%	-$20.8K	0.22%	112
2025 Q4	$536K	Sell	1,622 -9	-0.6%	-$3.05K	0.3%	91
2025 Q3	$563K	Buy	1,631 +28	+2%	+$8.47K	0.33%	85
2025 Q2	$500K	Buy	1,603 +14	+0.9%	+$5.35K	0.33%	87
2025 Q1	$832K	Sell	1,589 -19	-1%	-$9.71K	0.62%	49
2024 Q4	$814K	Buy	+1,608	New	+$914K	0.69%	44

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 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Axis Wealth Partners's UNH Position: Q2 2026 in Review

Axis Wealth Partners reduced its UnitedHealth (UNH) stake by 3.5% in Q2 2026, selling an estimated $20K and leaving 1,498 shares worth $622K. The position accounts for 0.3% of the portfolio, ranked #90.

Axis Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $832K in Q1 2025. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Axis Wealth Partners held 1,498 shares of UnitedHealth worth $622K as of Q2 2026.
Axis Wealth Partners sold 54 UnitedHealth shares in Q2 2026, an estimated $20K.
UnitedHealth made up 0.3% of Axis Wealth Partners's portfolio in Q2 2026, its #90 holding.
Axis Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's UnitedHealth position peaked at $832K in Q1 2025.
1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.