Armstrong Advisory Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$718K Buy
1,956
+8
+0.4% +$3.22K 0.04% 117
2026
Q2
$810K Sell
1,948
-363
-16% -$135K 0.05% 111
2026
Q1
$625K Buy
2,311
+9
+0.4% +$2.68K 0.04% 120
2025
Q4
$760K Buy
2,302
+7
+0.3% +$2.37K 0.05% 108
2025
Q3
$792K Sell
2,295
-90
-4% -$27.2K 0.06% 96
2025
Q2
$744K Buy
2,385
+325
+16% +$124K 0.06% 96
2025
Q1
$1.04M Hold
2,060
– – 0.08% 61
2024
Q4
$1.04M Buy
2,060
+47
+2% +$26.7K 0.08% 61
2024
Q3
$1.18M Sell
2,013
-7
-0.3% -$3.96K 0.1% 55
2024
Q2
$1.03M Sell
2,020
-368
-15% -$180K 0.09% 55
2024
Q1
$1.26M Hold
2,388
– – 0.12% 47
2023
Q4
$1.26M Sell
2,388
-12
-0.5% -$6.4K 0.12% 47
2023
Q3
$1.21M Buy
2,400
+212
+10% +$104K 0.13% 42
2023
Q2
$1.05M Hold
2,188
– – 0.11% 53
2023
Q1
$1.03M Sell
2,188
-14
-0.6% -$6.76K 0.12% 49
2022
Q4
$1.17M Buy
+2,202
New +$1.17M 0.15% 57

Other funds holding UNH

Armstrong Advisory Group's UNH Position: Q3 2026 in Review

Armstrong Advisory Group increased its UnitedHealth (UNH) stake by 0.41% in Q3 2026, buying an estimated $3.22K and bringing the position to 1,956 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #117.

Armstrong Advisory Group first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q1 2024. 1,061 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Armstrong Advisory Group held 1,956 shares of UnitedHealth worth $718K as of Q3 2026.
  • Armstrong Advisory Group bought 8 UnitedHealth shares in Q3 2026, an estimated $3.22K.
  • UnitedHealth made up 0.04% of Armstrong Advisory Group's portfolio in Q3 2026, its #117 holding.
  • Armstrong Advisory Group first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's UnitedHealth position peaked at $1.26M in Q1 2024.
  • 1,061 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.