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Armstrong Advisory Group’s UnitedHealth UNH Stock Holding History

Armstrong Advisory Group’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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Armstrong Advisory Group's UNH Position: Q2 2026 in Review

Armstrong Advisory Group reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $135K and leaving 1,948 shares worth $810K. The position accounts for 0.05% of the portfolio, ranked #111.

Armstrong Advisory Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q1 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Armstrong Advisory Group held 1,948 shares of UnitedHealth worth $810K as of Q2 2026.
  • Armstrong Advisory Group sold 363 UnitedHealth shares in Q2 2026, an estimated $135K.
  • UnitedHealth made up 0.05% of Armstrong Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Armstrong Advisory Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's UnitedHealth position peaked at $1.26M in Q1 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.