Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$253,118
+$36,917 QoQ
Shares Held
609
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,849
of 3,349 holders
Holding Since
Jun 2022
4 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, 2026Axim Planning & Wealth holds $816,416 across 2 Healthcare Plans names. UNH ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSCR |
Oscar Health, Inc.
|
19,751 | $563,298 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
609 | $253,118 |
All Filings in UNH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,118 | 609 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $216,201 | 799 | Shares | Sole | 2026-05-14 | |
| 2022-09-30 | $12,626 | 25 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,545 | 40 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||