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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
Q2 		$577K Sell
1,388
-192
-12% -$71.2K 0.11% 91
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mindset Wealth Management's UNH Position: Q2 2026 in Review

Mindset Wealth Management reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $71.2K and leaving 1,388 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #91.

Mindset Wealth Management first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $996K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mindset Wealth Management held 1,388 shares of UnitedHealth worth $577K as of Q2 2026.
  • Mindset Wealth Management sold 192 UnitedHealth shares in Q2 2026, an estimated $71.2K.
  • UnitedHealth made up 0.11% of Mindset Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Mindset Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's UnitedHealth position peaked at $996K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.