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Strong Tower Advisory Services’s UnitedHealth UNH Stock Holding History

Strong Tower Advisory Services’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 		$18.4M Sell
44,271
-342
-0.8% -$127K 3.3% 6
2026
Q1 		$12.1M Buy
44,613
+14,507
+48% +$4.32M 2.27% 16
2025
Q4 		$9.94M Buy
30,106
+504
+2% +$171K 1.78% 19
2025
Q3 		$10.2M Buy
29,602
+7,824
+36% +$2.37M 1.94% 17
2025
Q2 		$6.79M Buy
21,778
+592
+3% +$226K 1.34% 25
2025
Q1 		$11.1M Buy
21,186
+2,124
+11% +$1.09M 2.73% 10
2024
Q4 		$9.64M Buy
19,062
+482
+3% +$274K 2.52% 11
2024
Q3 		$10.9M Sell
18,580
-2,393
-11% -$1.35M 3.03% 9
2024
Q2 		$10.7M Buy
20,973
+748
+4% +$367K 3.51% 7
2024
Q1 		$9.9M Sell
20,225
-28
-0.1% -$14.2K 3.98% 6
2023
Q4 		$10.7M Buy
20,253
+131
+0.7% +$69.9K 4.72% 3
2023
Q3 		$10.1M Buy
20,122
+84
+0.4% +$41.3K 5.07% 3
2023
Q2 		$9.63M Sell
20,038
-100
-0.5% -$48.9K 4.56% 4
2023
Q1 		$9.52M Buy
20,138
+64
+0.3% +$30.9K 5.02% 3
2022
Q4 		$10.6M Sell
20,074
-7
-0% -$3.71K 6.39% 2
2022
Q3 		$10.1M Sell
20,081
-228
-1% -$120K 6.03% 3
2022
Q2 		$10.4M Sell
20,309
-135
-0.7% -$67.8K 5.66% 2
2022
Q1 		$10.4M Sell
20,444
-389
-2% -$188K 5.33% 3
2021
Q4 		$10.5M Sell
20,833
-336
-2% -$152K 5.58% 2
2021
Q3 		$8.54M Buy
+21,169
New +$8.77M 4.97% 3

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PAM
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Handelsbanken Fonder
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DC
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CNB
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CRM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return