UnitedHealth shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 18k | 345.29 |
| 2025-06-30 | $6.2M | 20k | 311.97 |
| 2025-03-31 | $16M | 30k | 523.75 |
| 2024-12-31 | $16M | 31k | 505.84 |
| 2024-09-30 | $18M | 31k | 584.69 |
| 2024-06-30 | $16M | 31k | 509.26 |
| 2024-03-31 | $14M | 29k | 494.71 |
| 2023-12-31 | $15M | 29k | 526.46 |
| 2023-09-30 | $14M | 27k | 504.19 |
| 2023-06-30 | $9.8M | 21k | 480.63 |
| 2023-03-31 | $9.1M | 19k | 472.58 |
| 2022-12-31 | $10M | 20k | 530.18 |
| 2022-09-30 | $10M | 20k | 504.99 |
| 2022-06-30 | $9.8M | 19k | 513.64 |
| 2022-03-31 | $9.2M | 18k | 510.04 |
| 2021-12-31 | $8.4M | 17k | 502.17 |