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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
2024-03-31 $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

Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Health Car Etf (VHT)
Pacer Fds Tr Trendpilot Intl (PTIN)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Vanguard World Industrial Etf (VIS)
Vanguard World Financials Etf (VFH)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Vanguard World Comm Srvc Etf (VOX)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Axiom Financial Strategies

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth