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Trade Tracker: Stephanie Link trims CrowdStrike and buys more UnitedHealth & Diamondback Energy

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Sen. Mitch McConnell, R-Ky., has announced that he will not be seeking re-election in 2026. NBC News' Julie Tsirkin reports on McConnell's decision and the impact it could have on Capitol Hill. Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio moves.
Stephanie Link, a prominent figure in the investment community, recently adjusted her investment portfolio as discussed in an interview on CNBC's "Halftime Report." She reduced her holdings in CrowdStrike, a cybersecurity firm, citing concerns over its valuation despite its strong performance. Conversely, she increased her investments in UnitedHealth Group, a healthcare giant, and Diamondback Energy, an oil and gas exploration company. Link's decision to buy more shares in UnitedHealth was influenced by the company's robust earnings and its strategic position in the healthcare sector. Her interest in Diamondback Energy reflects her positive outlook on the energy sector, particularly in light of favorable oil prices and the company's operational efficiency. These moves illustrate her strategy of balancing growth potential with value considerations in her investment choices.

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[ https://www.msn.com/en-us/money/top-stocks/trade-tracker-stephanie-link-trims-crowdstrike-and-buys-more-unitedhealth-diamondback-energy/vi-AA1zsH1d ]