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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AXS Investments's UNH Position: Q1 2026 in Review

AXS Investments reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $118K and leaving 2,011 shares worth $544K. The position accounts for 0.22% of the portfolio, ranked #82.

AXS Investments first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.5M in Q1 2021. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AXS Investments held 2,011 shares of UnitedHealth worth $544K as of Q1 2026.
  • AXS Investments sold 397 UnitedHealth shares in Q1 2026, an estimated $118K.
  • UnitedHealth made up 0.22% of AXS Investments's portfolio in Q1 2026, its #82 holding.
  • AXS Investments first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's UnitedHealth position peaked at $4.5M in Q1 2021.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.