Tower Trust & Investment Company’s UnitedHealth UNH Stock Holding History

Tower Trust & Investment Company’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	$403K	Buy	970 +3	+0.3%	+$1.11K	0.24%	76
2026 Q1	$262K	Hold	967	–	–	0.17%	88
2025 Q4	$319K	Sell	967 -143	-13%	-$48.5K	0.2%	84
2025 Q3	$383K	Hold	1,110	–	–	0.26%	77
2025 Q2	$346K	Hold	1,110	–	–	0.25%	77
2025 Q1	$457K	Buy	+1,110	New	+$567K	0.37%	70

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tower Trust & Investment Company's UNH Position: Q2 2026 in Review

Tower Trust & Investment Company increased its UnitedHealth (UNH) stake by 0.31% in Q2 2026, buying an estimated $1.11K and bringing the position to 970 shares worth $403K. The position accounts for 0.24% of the portfolio, ranked #76.

Tower Trust & Investment Company first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $457K in Q1 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Tower Trust & Investment Company held 970 shares of UnitedHealth worth $403K as of Q2 2026.
Tower Trust & Investment Company bought 3 UnitedHealth shares in Q2 2026, an estimated $1.11K.
UnitedHealth made up 0.24% of Tower Trust & Investment Company's portfolio in Q2 2026, its #76 holding.
Tower Trust & Investment Company first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's UnitedHealth position peaked at $457K in Q1 2025.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.