TI
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Tidal Investments’s UnitedHealth UNH Stock Holding History

Tidal Investments’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 		$467M Buy
1,123,915
+259,865
+30% +$96.3M 0.81% 19
2026
Q1 		$228M Buy
864,050
+693,117
+405% +$206M 0.48% 32
2025
Q4 		$56.4M Buy
170,933
+36,766
+27% +$12.5M 0.13% 148
2025
Q3 		$46.3M Buy
134,167
+56,136
+72% +$17M 0.09% 178
2025
Q2 		$24.3M Buy
78,031
+30,420
+64% +$11.6M 0.15% 186
2025
Q1 		$24.9M Sell
47,611
-34,689
-42% -$17.7M 0.2% 115
2024
Q4 		$41.6M Buy
82,300
+46,842
+132% +$26.6M 0.33% 50
2024
Q3 		$20.7M Buy
35,458
+3,993
+13% +$2.26M 0.22% 102
2024
Q2 		$16M Buy
31,465
+4,545
+17% +$2.23M 0.22% 88
2024
Q1 		$13.3M Buy
26,920
+2,018
+8% +$1.03M 0.22% 89
2023
Q4 		$13.1M Buy
24,902
+3,144
+14% +$1.68M 0.31% 67
2023
Q3 		$11M Buy
21,758
+5,252
+32% +$2.58M 0.33% 52
2023
Q2 		$7.93M Buy
16,506
+759
+5% +$371K 0.23% 71
2023
Q1 		$7.44M Buy
15,747
+1,197
+8% +$578K 0.25% 76
2022
Q4 		$7.71M Sell
14,550
-5,181
-26% -$2.74M 0.3% 58
2022
Q3 		$9.96M Buy
19,731
+997
+5% +$524K 0.41% 42
2022
Q2 		$9.62M Sell
18,734
-1,164
-6% -$585K 0.35% 47
2022
Q1 		$10.1M Buy
19,898
+674
+4% +$325K 0.3% 55
2021
Q4 		$9.65M Buy
19,224
+2,369
+14% +$1.07M 0.3% 56
2021
Q3 		$6.59M Buy
16,855
+2,775
+20% +$1.15M 0.25% 58
2021
Q2 		$5.64M Buy
14,080
+9,763
+226% +$3.89M 0.22% 64
2021
Q1 		$1.61M Buy
4,317
+979
+29% +$339K 0.08% 132
2020
Q4 		$1.17M Buy
+3,338
New +$1.12M 0.08% 130
2020
Q3 		– Sell
-2,542
Closed -$750K – 314
2020
Q2 		$750K Buy
2,542
+7
+0.3% +$2.01K 0.1% 118
2020
Q1 		$632K Buy
2,535
+327
+15% +$90K 0.19% 97
2019
Q4 		$649K Buy
2,208
+344
+18% +$90K 0.27% 86
2019
Q3 		$405K Buy
+1,864
New +$450K 0.18% 109

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tidal Investments's UNH Position: Q2 2026 in Review

Tidal Investments increased its UnitedHealth (UNH) stake by 30% in Q2 2026, buying an estimated $96.3M and bringing the position to 1,123,915 shares worth $467M. The position accounts for 0.81% of the portfolio, ranked #19.

Tidal Investments first reported a position in UNH in Q3 2019 and has held it in 27 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tidal Investments held 1,123,915 shares of UnitedHealth worth $467M as of Q2 2026.
  • Tidal Investments bought 259,865 UnitedHealth shares in Q2 2026, an estimated $96.3M.
  • UnitedHealth made up 0.81% of Tidal Investments's portfolio in Q2 2026, its #19 holding.
  • Tidal Investments first reported a position in UnitedHealth in Q3 2019 and has held it in 27 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.