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UNHUNH
19 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 10,461 shares of UNH (UNITEDHEALTH GROUP INC), worth $4.3M as of 2026-Q2. The position was decreased (-20.7% shares). UNH represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$4.3M

Current Shares

10,461

Total Value Change

-$4.1M

Total Shares Change

-6,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,461
-20.7%
$4.3M0.1%$415.63
0
2026-Q1
Decreased
13,197
-30.2%
$3.6M0.1%$289.21
0
2025-Q4
Increased
18,902
+3.3%
$6.2M0.1%$332.16
34
2025-Q3
Decreased
18,291
-8.1%
$6.3M0.1%$342.87
0
2025-Q2
Decreased
19,912
-34.6%
$6.2M0.1%$305.12
0
2025-Q1
Decreased
30,449
-1.4%
$15.9M0.4%$505.79
0
2024-Q4
Decreased
30,891
-0.2%
$15.6M0.4%$495.60
0
2024-Q3
Increased
30,955
+0.5%
$18.1M0.4%$565.70
34
2024-Q2
Increased
30,817
+6.4%
$15.7M0.4%$493.37
36
2024-Q1
Decreased
28,974
-1.2%
$14.3M0.4%$477.24
0
2023-Q4
Increased
29,333
+9.6%
$15.4M0.4%$505.90
37
2023-Q3
Increased
26,760
+30.6%
$13.5M0.5%$482.84
42
2023-Q2
Increased
20,486
+6.4%
$9.8M0.7%$454.49
42
2023-Q1
Decreased
19,246
-1.8%
$9.1M0.7%$446.58
0
2022-Q4
Decreased
19,589
-3.7%
$10.4M0.9%$501.90
0
2022-Q3
Increased
20,345
+7.0%
$10.3M1.0%$480.21
42
2022-Q2
Increased
19,019
+5.0%
$9.8M0.9%$485.18
41
2022-Q1
Increased
18,120
+7.7%
$9.2M0.7%$488.25
42
2021-Q4
New
16,825
-
$8.4M0.6%$471.49
54

Other major holders of UNH: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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