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Hidden Cove Wealth Management’s UnitedHealth UNH Stock Holding History

Hidden Cove Wealth 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 		$291K Buy
+699
New +$259K 0.16% 96
2026
Q1 		– Sell
-699
Closed -$231K – 123
2025
Q4 		$231K Sell
699
-15
-2% -$5.08K 0.15% 81
2025
Q3 		$247K Buy
+714
New +$216K 0.16% 72
2025
Q1 		– Sell
-423
Closed -$214K – 70
2024
Q4 		$214K Buy
+423
New +$240K 0.17% 57

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Hidden Cove Wealth Management's UNH Position: Q2 2026 in Review

Hidden Cove Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 699 shares worth $291K. The stake represents 0.16% of the portfolio and ranks #96 among its holdings. This is a return to the name: Hidden Cove Wealth Management previously reported a position in UNH as recently as Q4 2025.

Hidden Cove Wealth Management first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Hidden Cove Wealth Management held 699 shares of UnitedHealth worth $291K as of Q2 2026.
  • UnitedHealth was a new Hidden Cove Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.16% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Hidden Cove Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.