AXS Investments LLC

Position in UNH — Unitedhealth Group Inc

CIK 1801467 PORT CHESTER, NY

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$694,933

+$150,777 QoQ

Shares Held

1,672

-16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,084

of 3,349 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

AXS Investments LLC holds $1,354,422 across 6 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,672	$694,933
2	CVS	CVS HEALTH Corp	2,206	$228,210
3	ELV	Elevance Health, Inc.	400	$154,692
4	CI	Cigna Group	486	$133,980
5	HUM	Humana Inc	216	$85,799
6	CNC	Centene Corp	885	$56,808

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,933	1,672	-16.9%	Shares	Sole	2026-08-10
2026-03-31	$544,156	2,011	-16.5%	Shares	Sole	2026-05-06
2025-12-31	$794,904	2,408	-12.1%	Shares	Sole	2026-05-13
2025-09-30	$946,467	2,741	+49.7%	Shares	Sole	2026-05-13
2025-06-30	$571,217	1,831	-32.6%	Shares	Sole	2025-08-11
2025-03-31	$1,423,028	2,717	+8.3%	Shares	Sole	2025-05-09
2024-12-31	$1,269,202	2,509	-9.6%	Shares	Sole	2025-02-10
2024-09-30	$1,622,487	2,775	+1.7%	Shares	Sole	2024-11-13
2024-06-30	$1,389,770	2,729	-52.7%	Shares	Sole	2024-08-13
2024-03-31	$2,854,913	5,771	+13.1%	Shares	Sole	2024-08-16
2023-12-31	$2,687,102	5,104	-12.3%	Shares	Sole	2024-02-09
2023-09-30	$2,934,385	5,820	+53.8%	Shares	Sole	2023-11-09
2023-06-30	$1,818,741	3,784	+7.3%	Shares	Sole	2023-08-10
2023-03-31	$1,666,352	3,526	-9.2%	Shares	Sole	2023-05-12
2022-12-31	$2,058,158	3,882	-7.0%	Shares	Sole	2023-02-13
2022-09-30	$2,109,047	4,176	-17.5%	Shares	Sole	2022-11-07
2022-06-30	$2,599,481	5,061	-17.5%	Shares	Sole	2022-08-11
2022-03-31	$3,129,175	6,136	-27.0%	Shares	Sole	2022-05-13
2021-12-31	$4,222,997	8,410	+658.3%	Shares	Sole	2022-02-09
2021-09-30	$433,330	1,109	-87.4%	Shares	Sole	2021-11-05
2021-06-30	$3,528,276	8,811	-27.2%	Shares	Sole	2021-07-28
2021-03-31	$4,502,047	12,100	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.