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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
Q3 		$15.8M Sell
42,924
-1,347
-3% -$542K 2.77% 11
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 		$9.9M 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 		$9.6M 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 		$9.6M Sell
20,038
-100
-0.5% -$48.9K 4.56% 4
2023
Q1 		$9.5M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Strong Tower Advisory Services's UNH Position: Q3 2026 in Review

Strong Tower Advisory Services reduced its UnitedHealth (UNH) stake by 3% in Q3 2026, selling an estimated $542K and leaving 42,924 shares worth $15.8M. The position accounts for 2.77% of the portfolio, ranked #11.

Strong Tower Advisory Services first reported a position in UNH in Q3 2021 and has held it in 21 quarters since. The position peaked at $18.4M in Q2 2026. 573 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Strong Tower Advisory Services held 42,924 shares of UnitedHealth worth $15.8M as of Q3 2026.
  • Strong Tower Advisory Services sold 1,347 UnitedHealth shares in Q3 2026, an estimated $542K.
  • UnitedHealth made up 2.77% of Strong Tower Advisory Services's portfolio in Q3 2026, its #11 holding.
  • Strong Tower Advisory Services first reported a position in UnitedHealth in Q3 2021 and has held it in 21 quarters since.
  • Strong Tower Advisory Services's UnitedHealth position peaked at $18.4M in Q2 2026.
  • 573 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Strong Tower Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.