AXQ Capital’s UnitedHealth UNH Stock Holding History

AXQ Capital’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 Q1	$1.85M	Sell	6,835 -2,051	-23%	-$611K	0.24%	119
2025 Q4	$2.93M	Buy	+8,886	New	+$3.01M	0.66%	4
2025 Q3	–	Sell	-3,493	Closed	-$1.09M	–	836
2025 Q2	$1.09M	Buy	3,493 +2,587	+286%	+$989K	0.35%	70
2025 Q1	$475K	Buy	+906	New	+$463K	0.19%	198
2024 Q4	–	Sell	-2,306	Closed	-$1.35M	–	634
2024 Q3	$1.35M	Buy	2,306 +1,014	+78%	+$574K	0.41%	66
2024 Q2	$658K	Sell	1,292 -3,208	-71%	-$1.57M	0.15%	243
2024 Q1	$2.23M	Buy	4,500 +4,000	+800%	+$2.03M	0.53%	15
2023 Q4	$263K	Buy	+500	New	+$267K	0.07%	421

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AXQ Capital's UNH Position: Q1 2026 in Review

AXQ Capital reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $611K and leaving 6,835 shares worth $1.85M. The position accounts for 0.24% of the portfolio, ranked #119.

AXQ Capital first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.93M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

AXQ Capital held 6,835 shares of UnitedHealth worth $1.85M as of Q1 2026.
AXQ Capital sold 2,051 UnitedHealth shares in Q1 2026, an estimated $611K.
UnitedHealth made up 0.24% of AXQ Capital's portfolio in Q1 2026, its #119 holding.
AXQ Capital first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
AXQ Capital's UnitedHealth position peaked at $2.93M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.