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UnitedHealth shares owned by Axim Planning & Wealth

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Axim Planning & Wealth from 13F filings

Historical chart of Axim Planning & Wealth investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 799 270.63
2022-09-30 $13k 25 520.00
2022-06-30 $21k 40 525.00