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
2025 Q1	–	Sell	-200	Closed	-$134K	–	2025
2024 Q4	$134K	Buy	+200	New	+$114K	﹤0.01%	1759

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 3,387 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.
3,387 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.