SRS
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Strong Retirement Solutions’s UnitedHealth UNH Stock Holding History

Strong Retirement Solutions’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
Q3 		$1.38M Sell
3,772
-288
-7% -$116K 0.78% 42
2026
Q2 		$1.69M Buy
4,060
+192
+5% +$71.2K 1.01% 27
2026
Q1 		$1.05M Buy
3,868
+891
+30% +$265K 0.73% 46
2025
Q4 		$983K Buy
+2,977
New +$1.01M 0.66% 47

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Strong Retirement Solutions's UNH Position: Q3 2026 in Review

Strong Retirement Solutions reduced its UnitedHealth (UNH) stake by 7.1% in Q3 2026, selling an estimated $116K and leaving 3,772 shares worth $1.38M. The position accounts for 0.78% of the portfolio, ranked #42.

Strong Retirement Solutions first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.69M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Strong Retirement Solutions held 3,772 shares of UnitedHealth worth $1.38M as of Q3 2026.
  • Strong Retirement Solutions sold 288 UnitedHealth shares in Q3 2026, an estimated $116K.
  • UnitedHealth made up 0.78% of Strong Retirement Solutions's portfolio in Q3 2026, its #42 holding.
  • Strong Retirement Solutions first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Strong Retirement Solutions's UnitedHealth position peaked at $1.69M in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.