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Tidemark’s UnitedHealth UNH Stock Holding History

Tidemark’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 		$155K Buy
374
+86
+30% +$31.9K 0.04% 181
2026
Q1 		$78K Buy
288
+16
+6% +$4.76K 0.02% 224
2025
Q4 		$89.9K Sell
272
-12
-4% -$4.07K 0.03% 187
2025
Q3 		$98.1K Buy
284
+158
+125% +$47.8K 0.03% 189
2025
Q2 		$39.3K Sell
126
-725
-85% -$277K 0.01% 273
2025
Q1 		$446K Buy
851
+93
+12% +$47.5K 0.16% 71
2024
Q4 		$383K Sell
758
-111
-13% -$63.1K 0.15% 76
2024
Q3 		$508K Buy
869
+1
+0.1% +$566 0.21% 66
2024
Q2 		$442K Buy
868
+10
+1% +$4.9K 0.2% 70
2024
Q1 		$424K Buy
858
+199
+30% +$101K 0.24% 79
2023
Q4 		$347K Buy
+659
New +$351K 0.22% 75

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 $3.38T AUM 44.17% 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

Tidemark's UNH Position: Q2 2026 in Review

Tidemark increased its UnitedHealth (UNH) stake by 30% in Q2 2026, buying an estimated $31.9K and bringing the position to 374 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #181.

Tidemark first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $508K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tidemark held 374 shares of UnitedHealth worth $155K as of Q2 2026.
  • Tidemark bought 86 UnitedHealth shares in Q2 2026, an estimated $31.9K.
  • UnitedHealth made up 0.04% of Tidemark's portfolio in Q2 2026, its #181 holding.
  • Tidemark first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's UnitedHealth position peaked at $508K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.