Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$792,606
+$261,980 QoQ
Shares Held
1,907
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,988
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WealthTrust Axiom LLC holds $1,731,932 across 2 Healthcare Plans names. UNH ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
9,080 | $939,326 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,907 | $792,606 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,606 | 1,907 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $530,626 | 1,961 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $648,996 | 1,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $666,083 | 1,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $611,149 | 1,959 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,026,026 | 1,959 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $990,979 | 1,959 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,145,388 | 1,959 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $997,640 | 1,959 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $959,223 | 1,939 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,020,825 | 1,939 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $973,590 | 1,931 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $856,019 | 1,781 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $829,868 | 1,756 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $888,051 | 1,675 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $845,942 | 1,675 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $860,330 | 1,675 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $854,199 | 1,675 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $788,359 | 1,570 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $613,461 | 1,570 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $624,686 | 1,560 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $580,429 | 1,560 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $543,554 | 1,550 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $483,243 | 1,550 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $324,445 | 1,100 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $274,318 | 1,100 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||