Altfest L J 13F: Cuts UnitedHealth (UNH) Stake by $1.7M

On October 27, 2026, Altfest L J cut its position in UnitedHealth Group Incorporated (UNH) by 4,694 shares, reducing its total to 3,094 shares. The information comes from the fund's latest Form 13F filing with the SEC.

UNH UnitedHealth Group Incorporated

$410.39 ▲ +24.41% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Altfest L J's UnitedHealth Position

Altfest L J's reported value in UnitedHealth decreased to about $1,135,776 following the cut. This represents a 60.3% decrease in its holdings. The firm ranks 25th among its 318 positions, with UnitedHealth now making up 0.48% of its total portfolio.

Other Institutional Activity in UnitedHealth

Other funds have also made adjustments to their positions in UnitedHealth. Penn Davis Mcfarland decreased its holdings by 2,777 shares, ending with 133,482 shares valued at about $48.9 million. Simplicity Wealth, LLC cut its stake by 12,048 shares, bringing its total to 19,619 shares worth approximately $7.2 million. Mondrian Investment Partners reduced its position by 152,561 shares, now holding 218,096 shares valued at about $80.1 million.

UnitedHealth Group Incorporated Stock Down 1.8%

As of October 27, 2026, UnitedHealth shares traded just about equal to their closing price of $410.39. The stock is currently above its 50-day moving average by 5.6% and its 200-day average by 13.6%. However, it remains about 11.1% below its 52-week high of $461.62.

Recent Earnings

UnitedHealth Group reported trailing twelve-month revenue of approximately $450.1 billion with a net margin of 3.5%. The next earnings report is scheduled for January 12, 2027.

Insider Buying and Selling at UnitedHealth Group Incorporated

Two insiders sold shares earlier in August 2026. Patrick Hugh Conway, an officer, sold 500 shares at $410.00, totaling $205,000, and 1,169 shares at $390.00, totaling $455,910.

Analysts Set New Price Targets

Analysts maintain a consensus 'buy' rating for UnitedHealth. On October 27, 2026, Wells Fargo maintained its 'Overweight' rating with a target of $487, while Morgan Stanley also maintained its 'Overweight' rating with a target of $531. The mean price target among analysts is $476.56.

About UnitedHealth Group

UnitedHealth Group operates as a healthcare company, providing health care services in the U.S. and internationally. It has four segments: Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare. This recent cut in shares could indicate a strategic shift for Altfest L J as they adjust their healthcare investments.

Bottom Line

Investors should monitor UnitedHealth's performance as it approaches its next earnings date on January 12, 2027. Altfest L J's reduction in shares may reflect broader trends in the healthcare sector, and further filings will provide more insights into institutional strategies.