Mindset Wealth Management
UNH icon

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
Q3 		$511K Buy
1,393
+5
+0.4% +$2.01K 0.09% 94
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Mindset Wealth Management's UNH Position: Q3 2026 in Review

Mindset Wealth Management increased its UnitedHealth (UNH) stake by 0.36% in Q3 2026, buying an estimated $2.01K and bringing the position to 1,393 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #94.

Mindset Wealth Management first reported a position in UNH in Q3 2024 and has held it in 9 quarters since. The position peaked at $996K in Q3 2024. 912 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Mindset Wealth Management held 1,393 shares of UnitedHealth worth $511K as of Q3 2026.
  • Mindset Wealth Management bought 5 UnitedHealth shares in Q3 2026, an estimated $2.01K.
  • UnitedHealth made up 0.09% of Mindset Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Mindset Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's UnitedHealth position peaked at $996K in Q3 2024.
  • 912 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.