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UnitedHealth shares owned by Axiom Financial Strategies

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Axiom Financial Strategies from 13F filings

Historical chart of Axiom Financial Strategies investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Axiom Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Axiom Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 555 584.68
2024-03-31 $242k 490 494.70
2022-12-31 $211k 397 530.18
2022-09-30 $210k 416 504.81
2022-06-30 $212k 413 513.32
2022-03-31 $210k 413 508.47

More positions owned by Axiom Financial Strategies

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Financials Etf (VFH)
Vanguard World Health Car Etf (VHT)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Pacer Fds Tr Trendpilot Intl (PTIN)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Spdr Ser Tr Bloomberg High Y (JNK)
Vanguard World Consum Dis Etf (VCR)

View all positions for Axiom Financial Strategies

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth