MFG
UNH icon

Mustico Financial Group’s UnitedHealth UNH Stock Holding History

Mustico Financial Group’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 		$535K Buy
1,621
+874
+117% +$260K 0.37% 21
2025
Q4 		$257K Hold
747
– – 0.2% 34
2025
Q3 		$264K Buy
+747
New +$226K 0.27% 27

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

Mustico Financial Group's UNH Position: Q1 2026 in Review

Mustico Financial Group increased its UnitedHealth (UNH) stake by 117% in Q1 2026, buying an estimated $260K and bringing the position to 1,621 shares worth $535K. The position accounts for 0.37% of the portfolio, ranked #21.

Mustico Financial Group first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mustico Financial Group held 1,621 shares of UnitedHealth worth $535K as of Q1 2026.
  • Mustico Financial Group bought 874 UnitedHealth shares in Q1 2026, an estimated $260K.
  • UnitedHealth made up 0.37% of Mustico Financial Group's portfolio in Q1 2026, its #21 holding.
  • Mustico Financial Group first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.