Midwest Trust 13F: Adds $2.9M to UnitedHealth (UNH) Stake

Midwest Trust boosted its stake in UnitedHealth Group Incorporated NYSE:UNH by 13.9%, adding 7,895 shares to finish the period with 64,755 shares. According to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026, the updated holding was valued at approximately $23.8 million. The stock closed at $424.98 on the filing date.

UNH UnitedHealth Group Incorporated

$417 ▲ +26.41% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Midwest Trust's UnitedHealth Position

Midwest Trust expanded its investment in the healthcare plan provider by 7,895 shares compared to the previous count of 56,860 shares. This 13.88% increase brought the fund's total stake to 64,755 shares worth $23,770,416.

Other Institutional Activity in UnitedHealth

Other institutional investors also adjusted their positions around the same time. Symphony Financial grew its holdings by 3,179 shares, ending with 8,598 shares worth about $3.15 million following a 58.7% increase. Sagespring Wealth Partners expanded its holdings by 6,043 shares, ending with 18,772 shares worth about $6.89 million after a 47.5% bump. Pictet North America Advisors added 1,710 shares for a 50.0% increase, finishing with 5,129 shares valued at roughly $1.88 million. Global Strategic Investment Solutions sold out of its position by shedding 522 shares, while Kmg Fiduciary Partners trimmed its stake by 1,365 shares to hold 7,590 shares worth about $2.79 million.

UnitedHealth Group Incorporated Stock Up 1.4%

UnitedHealth shares recently traded around $425.06, sitting near their 52-week high of $461.62 and well above the 52-week low of $255.97. 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 trailing twelve month revenue of $450.06 billion alongside earnings of $15.55 per share. The company generated a net profit margin of 3.5% and a return on equity of 15.8%. Its next quarterly earnings release is scheduled for January 12, 2027.

Dividend

UnitedHealth Group pays an annual dividend rate of $9.28 per share, which translates to a dividend yield of 2.23%. The company allocates 57.6% of its earnings toward dividend payments through its payout ratio, balancing shareholder returns with capital reinvestment.

Insider Buying and Selling at UnitedHealth Group Incorporated

Company insiders made a pair of sales prior to the filing. Officer Patrick Hugh Conway sold 500 shares at a price of $410.00 for a total value of $205,000 on August 5, 2026. Conway later sold 1,169 shares at $390.00 on August 21, 2026, totaling $455,910.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. TD Cowen maintained a hold rating and a $402.00 target on October 15, 2026. Bernstein maintained an outperform rating while lowering its target from $512.00 to $500.00 on October 16, 2026. JP Morgan maintained an overweight rating and raised its target from $516.00 to $524.00 on October 16, 2026. RBC Capital maintained an outperform rating and lifted its target from $478.00 to $498.00 on October 20, 2026. Mizuho maintained an outperform rating and raised its target from $493.00 to $500.00 on October 22, 2026. Overall, the stock carries a consensus buy recommendation from 25 analysts with a mean price target of $478.12.

About UnitedHealth Group

UnitedHealth Group Incorporated operates as a major health care company in the United States and internationally. It delivers services through Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare segments, offering care management, wellness programs, and health insurance plans to millions of consumers.

Bottom Line

Midwest Trust's larger stake joins other institutional moves as investors watch the healthcare giant approach its next earnings report on January 12, 2027. Market participants will monitor how valuation multiples and dividend payouts trend alongside broader sector shifts.