Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q2 2026 holdings
- Shares (Q2 2026)
- 609
- Value
- $253.0K
- % of portfolio
- 0.4%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 609 | $253.0K | 0.4% | −190−23.8% | Reduced | Holders |
| Q1 2026 | 799 | $216.2K | 0.3% | +799 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −25−100.0% | Sold out | Holders |
| Q3 2022 | 25 | $13.0K | <0.1% | −15−37.5% | Reduced | Holders |
| Q2 2022 | 40 | $21.0K | <0.1% | – | No prior filing | Holders |