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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
2024-12-31 $291k 575 505.86
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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard World Inf Tech Etf (VGT)
United Sts Commodity Index F Comm Idx Fnd (USCI)
Pacer Fds Tr Trendpilot Intl (PTIN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)

View all positions for Axiom Financial Strategies

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth