Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,239,420
+$1,239,760 QoQ
Shares Held
7,794
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,170
of 3,349 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mystic Asset Management, Inc. holds $9,188,203 across 3 Healthcare Plans names. UNH ranks #1 (35.3% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,239,420 | 7,794 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,999,660 | 7,390 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,026,875 | 6,140 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,961,994 | 5,682 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,595,414 | 5,114 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $759,437 | 1,450 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $590,338 | 1,167 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $385,888 | 660 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,111 | 660 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $270,600 | 547 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $232,699 | 442 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $207,726 | 412 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $241,406 | 470 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $239,685 | 470 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $185,791 | 370 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||