Mystic Asset Management’s UnitedHealth UNH Stock Holding History

Mystic Asset 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	$3.24M	Buy	7,794 +404	+5%	+$150K	0.69%	39
2026 Q1	$2M	Buy	7,390 +1,250	+20%	+$372K	0.46%	63
2025 Q4	$2.03M	Buy	6,140 +458	+8%	+$155K	0.46%	57
2025 Q3	$1.96M	Buy	5,682 +568	+11%	+$172K	0.44%	59
2025 Q2	$1.6M	Buy	5,114 +3,664	+253%	+$1.4M	0.39%	67
2025 Q1	$759K	Buy	1,450 +283	+24%	+$145K	0.2%	104
2024 Q4	$590K	Buy	1,167 +507	+77%	+$288K	0.16%	121
2024 Q3	$386K	Hold	660	–	–	0.15%	126
2024 Q2	$336K	Buy	660 +113	+21%	+$55.4K	0.14%	128
2024 Q1	$271K	Buy	547 +105	+24%	+$53.4K	0.11%	140
2023 Q4	$233K	Buy	442 +30	+7%	+$16K	0.11%	139
2023 Q3	$208K	Buy	+412	New	+$203K	0.12%	141
2022 Q3	–	Sell	-470	Closed	-$241K	–	150
2022 Q2	$241K	Hold	470	–	–	0.15%	135
2022 Q1	$239K	Buy	470 +100	+27%	+$48.2K	0.13%	148
2021 Q4	$185K	Buy	+370	New	+$167K	0.09%	159

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mystic Asset Management's UNH Position: Q2 2026 in Review

Mystic Asset Management increased its UnitedHealth (UNH) stake by 5.5% in Q2 2026, buying an estimated $150K and bringing the position to 7,794 shares worth $3.24M. The position accounts for 0.69% of the portfolio, ranked #39.

Mystic Asset Management first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mystic Asset Management held 7,794 shares of UnitedHealth worth $3.24M as of Q2 2026.
Mystic Asset Management bought 404 UnitedHealth shares in Q2 2026, an estimated $150K.
UnitedHealth made up 0.69% of Mystic Asset Management's portfolio in Q2 2026, its #39 holding.
Mystic Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.