Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$231,921
-$68,711 QoQ
Shares Held
558
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#2,919
of 3,340 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Axiom Financial Strategies, LLC holds $643,341 across 2 Healthcare Plans names. UNH ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,977 | $411,420 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
558 | $231,921 |
All Filings in UNH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,921 | 558 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $300,632 | 574 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $290,869 | 575 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $324,497 | 555 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $242,403 | 490 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $259,023 | 492 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $210,481 | 397 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $210,096 | 416 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $212,129 | 413 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $210,617 | 413 | Shares | Sole | 2022-06-15 | |
| No filing history on record for this holder in this stock. | ||||||