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 Q3	$692K	Buy	+1,885	New	+$759K	0.09%	315
2026 Q2	–	Sell	-6,835	Closed	-$1.85M	–	1375
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

AXQ Capital's UNH Position: Q3 2026 in Review

AXQ Capital opened a new position in UnitedHealth (UNH) in Q3 2026: 1,885 shares worth $692K. The stake represents 0.09% of the portfolio and ranks #315 among its holdings. This is a return to the name: AXQ Capital previously reported a position in UNH as recently as Q1 2026.

AXQ Capital first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.93M in Q4 2025. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

AXQ Capital held 1,885 shares of UnitedHealth worth $692K as of Q3 2026.
UnitedHealth was a new AXQ Capital position in Q3 2026.
UnitedHealth made up 0.09% of AXQ Capital's portfolio in Q3 2026, its #315 holding.
AXQ Capital first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
AXQ Capital's UnitedHealth position peaked at $2.93M in Q4 2025.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on AXQ Capital's 13F filing for Q3 2026, filed 12 Nov 2026.