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Mindset Wealth Management’s UnitedHealth UNH Stock Holding History

Mindset Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$428K Buy
1,580
+258
+20% +$76.8K 0.11% 97
2025
Q4 		$436K Sell
1,322
-217
-14% -$73.5K 0.11% 98
2025
Q3 		$531K Buy
1,539
+13
+0.9% +$3.93K 0.14% 78
2025
Q2 		$476K Buy
1,526
+283
+23% +$108K 0.16% 74
2025
Q1 		$651K Sell
1,243
-284
-19% -$145K 0.25% 48
2024
Q4 		$772K Sell
1,527
-176
-10% -$100K 0.28% 29
2024
Q3 		$996K Buy
+1,703
New +$963K 0.41% 19

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mindset Wealth Management's UNH Position: Q1 2026 in Review

Mindset Wealth Management increased its UnitedHealth (UNH) stake by 20% in Q1 2026, buying an estimated $76.8K and bringing the position to 1,580 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #97.

Mindset Wealth Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $996K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mindset Wealth Management held 1,580 shares of UnitedHealth worth $428K as of Q1 2026.
  • Mindset Wealth Management bought 258 UnitedHealth shares in Q1 2026, an estimated $76.8K.
  • UnitedHealth made up 0.11% of Mindset Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Mindset Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's UnitedHealth position peaked at $996K in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.