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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mystic Asset Management's UNH Position: Q1 2026 in Review

Mystic Asset Management increased its UnitedHealth (UNH) stake by 20% in Q1 2026, buying an estimated $372K and bringing the position to 7,390 shares worth $2M. The position accounts for 0.46% of the portfolio, ranked #63.

Mystic Asset Management first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.03M in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mystic Asset Management held 7,390 shares of UnitedHealth worth $2M as of Q1 2026.
Mystic Asset Management bought 1,250 UnitedHealth shares in Q1 2026, an estimated $372K.
UnitedHealth made up 0.46% of Mystic Asset Management's portfolio in Q1 2026, its #63 holding.
Mystic Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
Mystic Asset Management's UnitedHealth position peaked at $2.03M in Q4 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.