UNH UNITEDHEALTH GROUP INC

Ownership history in Strong Tower Advisory Services  ·  18 quarters on record

This page tracks every 13F SEC filing in which Strong Tower Advisory Services reported a position in UNITEDHEALTH GROUP INC (UNH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.39% (2022 Q4)
Avg. % of fund
4.12%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,106 +504 +1.7% 1.78% $9.9M $327.56
2025 Q3 ADDED 29,602 +7,824 +35.9% 1.94% $10.2M $340.35
2025 Q2 ADDED 21,778 +592 +2.8% 1.34% $6.8M $305.57
2025 Q1 ADDED 21,186 +2,124 +11.1% 2.73% $11.1M $509.39
2024 Q4 ADDED 19,062 +482 +2.6% 2.52% $9.6M $489.89
2024 Q3 REDUCED 18,580 -2,393 -11.4% 3.03% $10.9M $564.06
2024 Q2 ADDED 20,973 +748 +3.7% 3.51% $10.7M $489.57
2024 Q1 REDUCED 20,225 -28 -0.1% 3.98% $9.9M $473.56
2023 Q4 ADDED 20,253 +131 +0.7% 4.72% $10.7M $501.99
2023 Q3 ADDED 20,122 +84 +0.4% 5.07% $10.1M $479.11
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UNH price (monthly, adj. close)
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