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AXS Investments’s UnitedHealth UNH Stock Holding History

AXS Investments’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 		$695K Sell
1,672
-339
-17% -$126K 0.2% 78
2026
Q1 		$544K Sell
2,011
-397
-16% -$118K 0.22% 82
2025
Q4 		$795K Sell
2,408
-333
-12% -$113K 0.27% 79
2025
Q3 		$946K Buy
2,741
+910
+50% +$275K 0.3% 78
2025
Q2 		$571K Sell
1,831
-886
-33% -$339K 0.23% 112
2025
Q1 		$1.42M Buy
2,717
+208
+8% +$106K 0.39% 94
2024
Q4 		$1.27M Sell
2,509
-266
-10% -$151K 0.35% 138
2024
Q3 		$1.62M Buy
2,775
+46
+2% +$26K 0.43% 88
2024
Q2 		$1.39M Sell
2,729
-3,042
-53% -$1.49M 0.39% 91
2024
Q1 		$2.85M Buy
5,771
+667
+13% +$339K 0.69% 24
2023
Q4 		$2.69M Sell
5,104
-716
-12% -$382K 0.64% 27
2023
Q3 		$2.93M Buy
5,820
+2,036
+54% +$1M 0.76% 26
2023
Q2 		$1.82M Buy
3,784
+258
+7% +$126K 0.49% 47
2023
Q1 		$1.67M Sell
3,526
-356
-9% -$172K 0.55% 40
2022
Q4 		$2.06M Sell
3,882
-294
-7% -$156K 0.74% 29
2022
Q3 		$2.11M Sell
4,176
-885
-17% -$465K 0.82% 26
2022
Q2 		$2.6M Sell
5,061
-1,075
-18% -$540K 0.92% 23
2022
Q1 		$3.13M Sell
6,136
-2,274
-27% -$1.1M 1.25% 18
2021
Q4 		$4.22M Buy
8,410
+7,301
+658% +$3.3M 1% 31
2021
Q3 		$433K Sell
1,109
-7,702
-87% -$3.19M 0.16% 62
2021
Q2 		$3.53M Sell
8,811
-3,289
-27% -$1.31M 1.07% 22
2021
Q1 		$4.5M Buy
+12,100
New +$4.19M 1.6% 20

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AXS Investments's UNH Position: Q2 2026 in Review

AXS Investments reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $126K and leaving 1,672 shares worth $695K. The position accounts for 0.2% of the portfolio, ranked #78.

AXS Investments first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.5M in Q1 2021. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AXS Investments held 1,672 shares of UnitedHealth worth $695K as of Q2 2026.
  • AXS Investments sold 339 UnitedHealth shares in Q2 2026, an estimated $126K.
  • UnitedHealth made up 0.2% of AXS Investments's portfolio in Q2 2026, its #78 holding.
  • AXS Investments first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • AXS Investments's UnitedHealth position peaked at $4.5M in Q1 2021.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.