STAS
UNH icon

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

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strong Tower Advisory Services's UNH Position: Q2 2026 in Review

Strong Tower Advisory Services reduced its UnitedHealth (UNH) stake by 0.77% in Q2 2026, selling an estimated $127K and leaving 44,271 shares worth $18.4M. The position accounts for 3.3% of the portfolio, ranked #6.

Strong Tower Advisory Services first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Strong Tower Advisory Services held 44,271 shares of UnitedHealth worth $18.4M as of Q2 2026.
  • Strong Tower Advisory Services sold 342 UnitedHealth shares in Q2 2026, an estimated $127K.
  • UnitedHealth made up 3.3% of Strong Tower Advisory Services's portfolio in Q2 2026, its #6 holding.
  • Strong Tower Advisory Services first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Strong Tower Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.