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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
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 $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

Tidemark's UNH Position: Q1 2026 in Review

Tidemark increased its UnitedHealth (UNH) stake by 5.9% in Q1 2026, buying an estimated $4.76K and bringing the position to 288 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #224.

Tidemark first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $508K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tidemark held 288 shares of UnitedHealth worth $78K as of Q1 2026.
  • Tidemark bought 16 UnitedHealth shares in Q1 2026, an estimated $4.76K.
  • UnitedHealth made up 0.02% of Tidemark's portfolio in Q1 2026, its #224 holding.
  • Tidemark first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's UnitedHealth position peaked at $508K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.