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UNHUNH
20 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in UNITEDHEALTH GROUP INC

Yes. Axxcess Wealth Management holds 4,255 shares of UNH (UnitedHealth Group), worth $1.6M, as of its Q3 2026 13F filing. It reduced the position by 6,206 shares (-59.3%) from Q2 2026. Axxcess Wealth Management has held UNH in every 13F on record since Q4 2021, 20 quarterly filings. UNH is 0.1% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$1.6M

Current Shares

4,255

Total Value Change

-$6.9M

Total Shares Change

-12,570

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
4,255
-59.3%
$1.6M0.1%$367.08
0
2026-Q2
Decreased
10,461
-20.7%
$4.3M0.1%$413.09
0
2026-Q1
Decreased
13,197
-30.2%
$3.6M0.1%$267.41
0
2025-Q4
Increased
18,902
+3.3%
$6.2M0.1%$323.71
34
2025-Q3
Decreased
18,291
-8.1%
$6.3M0.1%$336.34
0
2025-Q2
Decreased
19,912
-34.6%
$6.2M0.1%$301.97
0
2025-Q1
Decreased
30,449
-1.4%
$15.9M0.4%$503.39
0
2024-Q4
Decreased
30,891
-0.2%
$15.6M0.4%$484.13
0
2024-Q3
Increased
30,955
+0.5%
$18.1M0.4%$557.43
34
2024-Q2
Increased
30,817
+6.4%
$15.7M0.4%$483.81
36
2024-Q1
Decreased
28,974
-1.2%
$14.3M0.4%$467.99
0
2023-Q4
Increased
29,333
+9.6%
$15.4M0.4%$496.09
37
2023-Q3
Increased
26,760
+30.6%
$13.5M0.5%$473.48
42
2023-Q2
Increased
20,486
+6.4%
$9.8M0.7%$449.61
42
2023-Q1
Decreased
19,246
-1.8%
$9.1M0.7%$440.27
0
2022-Q4
Decreased
19,589
-3.7%
$10.4M0.9%$492.17
0
2022-Q3
Increased
20,345
+7.0%
$10.3M1.0%$467.40
42
2022-Q2
Increased
19,019
+5.0%
$9.8M0.9%$473.86
41
2022-Q1
Increased
18,120
+7.7%
$9.2M0.7%$468.81
42
2021-Q4
First report
16,825
-
$8.4M0.6%$460.25
0

Other major holders of UNH: VANGUARD GROUP INC, BlackRock, Inc.

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