WealthTrust Axiom’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $531K | Sell |
1,961
-5
| -0.3% | -$1.49K | 0.13% | 141 |
|
|
2025
Q4 | $649K | Buy |
1,966
+37
| +2% | +$12.5K | 0.17% | 123 |
|
|
2025
Q3 | $666K | Sell |
1,929
-30
| -2% | -$9.07K | 0.18% | 118 |
|
|
2025
Q2 | $611K | Hold |
1,959
| – | – | 0.18% | 115 |
|
|
2025
Q1 | $1.03M | Hold |
1,959
| – | – | 0.31% | 69 |
|
|
2024
Q4 | $991K | Hold |
1,959
| – | – | 0.3% | 72 |
|
|
2024
Q3 | $1.15M | Hold |
1,959
| – | – | 0.34% | 68 |
|
|
2024
Q2 | $998K | Buy |
1,959
+20
| +1% | +$9.8K | 0.33% | 72 |
|
|
2024
Q1 | $959K | Hold |
1,939
| – | – | 0.31% | 73 |
|
|
2023
Q4 | $1.02M | Buy |
1,939
+8
| +0.4% | +$4.27K | 0.34% | 63 |
|
|
2023
Q3 | $974K | Buy |
1,931
+150
| +8% | +$73.8K | 0.35% | 61 |
|
|
2023
Q2 | $856K | Buy |
1,781
+25
| +1% | +$12.2K | 0.28% | 74 |
|
|
2023
Q1 | $830K | Buy |
1,756
+81
| +5% | +$39.1K | 0.28% | 79 |
|
|
2022
Q4 | $888K | Hold |
1,675
| – | – | 0.31% | 73 |
|
|
2022
Q3 | $845K | Hold |
1,675
| – | – | 0.32% | 72 |
|
|
2022
Q2 | $860K | Hold |
1,675
| – | – | 0.31% | 72 |
|
|
2022
Q1 | $854K | Buy |
1,675
+105
| +7% | +$50.6K | 0.27% | 83 |
|
|
2021
Q4 | $788K | Hold |
1,570
| – | – | 0.25% | 87 |
|
|
2021
Q3 | $613K | Buy |
1,570
+10
| +0.6% | +$4.14K | 0.21% | 104 |
|
|
2021
Q2 | $624K | Hold |
1,560
| – | – | 0.2% | 105 |
|
|
2021
Q1 | $580K | Buy |
1,560
+10
| +0.6% | +$3.46K | 0.2% | 106 |
|
|
2020
Q4 | $543K | Hold |
1,550
| – | – | 0.2% | 107 |
|
|
2020
Q3 | $483K | Buy |
1,550
+450
| +41% | +$138K | 0.21% | 97 |
|
|
2020
Q2 | $324K | Hold |
1,100
| – | – | 0.14% | 126 |
|
|
2020
Q1 | $274K | Hold |
1,100
| – | – | 0.13% | 130 |
|
|
2019
Q4 | $323K | Hold |
1,100
| – | – | 0.11% | 140 |
|
|
2019
Q3 | $239K | Hold |
1,100
| – | – | 0.08% | 176 |
|
|
2019
Q2 | $268K | Hold |
1,100
| – | – | 0.09% | 166 |
|
|
2019
Q1 | $271K | Hold |
1,100
| – | – | 0.1% | 163 |
|
|
2018
Q4 | $274K | Hold |
1,100
| – | – | 0.11% | 150 |
|
|
2018
Q3 | $292K | Hold |
1,100
| – | – | 0.1% | 161 |
|
|
2018
Q2 | $269K | Hold |
1,100
| – | – | 0.1% | 174 |
|
|
2018
Q1 | $235K | Hold |
1,100
| – | – | 0.09% | 186 |
|
|
2017
Q4 | $242K | Hold |
1,100
| – | – | 0.09% | 188 |
|
|
2017
Q3 | $215K | Hold |
1,100
| – | – | 0.08% | 187 |
|
|
2017
Q2 | $203K | Buy |
+1,100
| New | +$193K | 0.08% | 198 |
|
Other funds holding UNH
VCM
VPM
WealthTrust Axiom's UNH Position: Q1 2026 in Review
WealthTrust Axiom reduced its UnitedHealth (UNH) stake by 0.25% in Q1 2026, selling an estimated $1.49K and leaving 1,961 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #141.
WealthTrust Axiom first reported a position in UNH in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.15M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- WealthTrust Axiom held 1,961 shares of UnitedHealth worth $531K as of Q1 2026.
- WealthTrust Axiom sold 5 UnitedHealth shares in Q1 2026, an estimated $1.49K.
- UnitedHealth made up 0.13% of WealthTrust Axiom's portfolio in Q1 2026, its #141 holding.
- WealthTrust Axiom first reported a position in UnitedHealth in Q2 2017 and has held it in 36 quarters since.
- WealthTrust Axiom's UnitedHealth position peaked at $1.15M in Q3 2024.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.