AWM
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Axxcess Wealth Management’s UnitedHealth UNH Stock Holding History

Axxcess Wealth Management’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 		$4.35M Sell
10,461
-2,736
-21% -$1.01M 0.07% 251
2026
Q1 		$3.57M Sell
13,197
-5,705
-30% -$1.7M 0.11% 153
2025
Q4 		$6.24M Buy
18,902
+611
+3% +$207K 0.11% 177
2025
Q3 		$6.32M Sell
18,291
-1,621
-8% -$490K 0.13% 134
2025
Q2 		$6.21M Sell
19,912
-10,537
-35% -$4.03M 0.15% 125
2025
Q1 		$15.9M Sell
30,449
-442
-1% -$226K 0.42% 54
2024
Q4 		$15.6M Sell
30,891
-64
-0.2% -$36.4K 0.38% 55
2024
Q3 		$18.1M Buy
30,955
+138
+0.4% +$78.1K 0.44% 50
2024
Q2 		$15.7M Buy
30,817
+1,843
+6% +$903K 0.42% 50
2024
Q1 		$14.3M Sell
28,974
-359
-1% -$183K 0.39% 52
2023
Q4 		$15.4M Buy
29,333
+2,573
+10% +$1.37M 0.45% 44
2023
Q3 		$13.5M Buy
26,760
+6,274
+31% +$3.09M 0.46% 47
2023
Q2 		$9.85M Buy
20,486
+1,240
+6% +$606K 0.71% 26
2023
Q1 		$9.1M Sell
19,246
-343
-2% -$166K 0.69% 25
2022
Q4 		$10.4M Sell
19,589
-756
-4% -$400K 0.86% 19
2022
Q3 		$10.3M Buy
20,345
+1,326
+7% +$697K 0.97% 17
2022
Q2 		$9.77M Buy
19,019
+899
+5% +$451K 0.9% 15
2022
Q1 		$9.24M Buy
18,120
+1,295
+8% +$625K 0.72% 20
2021
Q4 		$8.45M Buy
+16,825
New +$7.62M 0.62% 26

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Axxcess Wealth Management's UNH Position: Q2 2026 in Review

Axxcess Wealth Management reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $1.01M and leaving 10,461 shares worth $4.35M. The position accounts for 0.07% of the portfolio, ranked #251.

Axxcess Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.1M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Axxcess Wealth Management held 10,461 shares of UnitedHealth worth $4.35M as of Q2 2026.
  • Axxcess Wealth Management sold 2,736 UnitedHealth shares in Q2 2026, an estimated $1.01M.
  • UnitedHealth made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Axxcess Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's UnitedHealth position peaked at $18.1M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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