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
Q1 		– Sell
-49,500
Closed -$16.3M – 2594
2025
Q4 		$16.3M Buy
49,500
+7,300
+17% +$2.47M 0.04% 347
2025
Q3 		$14.6M Buy
+42,200
New +$12.8M 0.03% 368

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tidal Investments's UNH Position: Q1 2026 in Review

Tidal Investments increased its UnitedHealth (UNH) stake by 405% in Q1 2026, buying an estimated $206M and bringing the position to 864,050 shares worth $228M. The position accounts for 0.48% of the portfolio, ranked #32.

Tidal Investments first reported a position in UNH in Q3 2019 and has held it in 26 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tidal Investments held 864,050 shares of UnitedHealth worth $228M as of Q1 2026.
  • Tidal Investments bought 693,117 UnitedHealth shares in Q1 2026, an estimated $206M.
  • UnitedHealth made up 0.48% of Tidal Investments's portfolio in Q1 2026, its #32 holding.
  • Tidal Investments first reported a position in UnitedHealth in Q3 2019 and has held it in 26 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.