Campbell Newman Asset Management 13F: Adds $794K to UNH Stake

Campbell Newman Asset Management increased its holdings in UnitedHealth Group Incorporated ticker UNH by 2,163 shares during the third quarter, according to a Form 13F filing filed on October 22, 2026. The shares closed at $424.98 on the day of the filing.

UNH UnitedHealth Group Incorporated

$417 ▲ +26.41% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Campbell Newman Asset Management's UnitedHealth Position

The firm grew its stake by 1.98% to end the period with 111,421 shares of the healthcare provider. That position carried a total reported value of $40,900,421 at the time of the report.

Other Institutional Activity in UnitedHealth

Other institutional investors also adjusted their positions in UnitedHealth Group around the same time. Sagespring Wealth Partners grew its holdings by 6,043 shares, ending with 18,772 shares worth about $6.9 million. Midwest Trust expanded its position by 7,895 shares to own 64,755 shares valued at about $23.8 million. Pictet North America Advisors lifted its stake by 1,710 shares to finish with 5,129 shares worth about $1.9 million. Meanwhile, Global Strategic Investment Solutions sold out its entire position of 522 shares, and Kmg Fiduciary Partners trimmed its holdings by 1,365 shares to end with 7,590 shares worth roughly $2.8 million.

UnitedHealth Group Incorporated Stock Up 1.4%

UnitedHealth shares recently traded around $425.06 as of October 23, 2026. The stock trades above both its 50-day moving average of $387.80 and its 200-day moving average of $360.27.

Recent Earnings

UnitedHealth Group reported $450.06 billion in trailing twelve-month revenue alongside an earnings per share of $15.55.

Dividend

UnitedHealth Group pays an annual dividend rate of $9.28 per share, which translates to a dividend yield of 2.23%. The company returns value to shareholders with a dividend payout ratio of 57.6%, meaning slightly more than half of its earnings go toward dividend payments.

Insider Buying and Selling at UnitedHealth Group Incorporated

Company insiders executed transactions prior to the filing, including officer Patrick Hugh Conway selling shares across two separate dates.

Analysts Set New Price Targets

Analyst firms updated their views on the stock ahead of the filing, with a consensus buy recommendation and a mean price target of $478.12.

About UnitedHealth Group

UnitedHealth Group operates as a major healthcare company in the United States and internationally, providing health benefit plans, care delivery, and pharmacy care services through its various segments.

Bottom Line

Observers will look toward the company's next earnings report on January 12, 2027, for further indicators of financial performance.