AXXCESS WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1911056 CARLSBAD, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,347,905

+$776,929 QoQ

Shares Held

10,461

-20.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,034

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Healthcare · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $6,999,133 across 4 Healthcare Plans names. UNH ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,461	$4,347,905
2	CVS	CVS HEALTH Corp	11,997	$1,241,089
3	CI	Cigna Group	3,457	$953,025
4	ELV	Elevance Health, Inc.	1,182	$457,114

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,347,905	10,461	-20.7%	Shares	Sole	2026-07-28
2026-03-31	$3,570,976	13,197	-30.2%	Shares	Sole	2026-04-29
2025-12-31	$6,239,739	18,902	+3.3%	Shares	Sole	2026-02-19
2025-09-30	$6,315,882	18,291	-8.1%	Shares	Sole	2025-11-07
2025-06-30	$6,211,946	19,912	-34.6%	Shares	Sole	2025-07-28
2025-03-31	$15,947,663	30,449	-1.4%	Shares	Sole	2025-04-30
2024-12-31	$15,626,521	30,891	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$18,098,769	30,955	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$15,693,865	30,817	+6.4%	Shares	Sole	2024-08-09
2024-03-31	$14,333,437	28,974	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$15,442,944	29,333	+9.6%	Shares	Sole	2024-02-06
2023-09-30	$13,492,124	26,760	+30.6%	Shares	Sole	2023-11-14
2023-06-30	$9,846,391	20,486	+6.4%	Shares	Sole	2023-08-08
2023-03-31	$9,095,467	19,246	-1.8%	Shares	Sole	2023-05-03
2022-12-31	$10,385,696	19,589	-3.7%	Shares	Sole	2023-02-16
2022-09-30	$10,275,038	20,345	+7.0%	Shares	Sole	2022-11-14
2022-06-30	$9,768,728	19,019	+5.0%	Shares	Sole	2022-08-11
2022-03-31	$9,240,656	18,120	+7.7%	Shares	Sole	2022-08-11
2021-12-31	$8,448,505	16,825	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.