MINDSET WEALTH MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2044232
INDIANAPOLIS, IN
Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$576,894
+$149,362 QoQ
Shares Held
1,388
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,210
of 3,349 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,665,138 across 3 Healthcare Plans names. UNH ranks #2 (34.6% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,894 | 1,388 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $427,532 | 1,580 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $436,405 | 1,322 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $531,416 | 1,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $476,066 | 1,526 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $651,021 | 1,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $772,448 | 1,527 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $995,710 | 1,703 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||