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UnitedHealth shares owned by Tidemark

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tidemark from 13F filings

Historical chart of Tidemark investment in UnitedHealth

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All positions including UnitedHealth held by Tidemark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $508k 869 584.75
2024-06-30 $442k 868 509.14
2024-03-31 $424k 858 494.61
2023-12-31 $347k 659 526.73

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding UnitedHealth

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Franklin Resources
Bank of America Corporation
Royal Bank of Canada

View all funds holding UnitedHealth