Mondrian Investment Partners 13F: Cuts UNH Stake by $56M

Mondrian Investment Partners reduced its holdings in UnitedHealth Group Incorporated (NYSE: UNH) by 152,561 shares during the quarter, according to a Form 13F filing with the SEC on October 23, 2026. The move cut the fund's stake by 41.2%, leaving it with 218,096 shares worth about $80,058,680.

UNH UnitedHealth Group Incorporated

$424.98 ▲ +28.83% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Mondrian Investment Partners's UnitedHealth Group Position

Mondrian Investment Partners held 370,657 shares of the healthcare provider before the filing. By trimming 152,561 shares, the fund brought its ending ownership down to 218,096 shares. The remaining position held a reported value of $80,058,680 as of the filing date.

Other Institutional Activity in UnitedHealth Group

Simplicity Wealth, LLC cut its holdings by 12,048 shares, ending with 19,619 shares worth about $7,201,706. Wilmington Savings Fund Society, FSB lowered its stake by 3,741 shares to finish with 13,600 shares valued at about $4,992,288.

UnitedHealth Group Incorporated Stock Up 0.2%

UnitedHealth closed at $418.09 on October 23, 2026, and recently traded around $418.01 as of October 24, 2026. That price sits about 7.7% above its 50-day moving average of $388.19 and roughly 15.9% above its 200-day moving average of $360.65. The stock trades about 9.4% below its 52-week high of $461.62 and is up 63.3% from its 52-week low of $255.97. The recent price is about 12.6% below the mean analyst price target of $478.12.

Recent Earnings

UnitedHealth Group reported $450.06 billion in trailing twelve month revenue alongside earnings of $15.55 per share. The company posted a net profit margin of 3.5% and a return on equity of 15.8%. The next quarterly earnings report is scheduled for release on January 12, 2027.

Dividend

The company pays an annual dividend rate of $9.28 per share, giving it a dividend yield of 2.18% based on recent levels. The payout ratio sits at 57.6%.

Insider Buying and Selling at UnitedHealth Group Incorporated

Company insiders completed stock sales ahead of the filing period, including officer Patrick Hugh Conway.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing, with analysts generally rating the stock a buy.

About UnitedHealth Group

UnitedHealth Group Incorporated operates as a major healthcare and insurance provider in the United States and internationally. The company functions through four key segments that span health insurance plans, care delivery, data analytics, and pharmacy care services. Its vast network serves millions of patients and employers, making its financial health a central indicator for the broader healthcare sector.

Bottom Line

Institutional adjustments like this highlight shifting portfolio strategies as investors weigh the company's valuation against broader market conditions. Market participants will look ahead to the next earnings report on January 12, 2027, for further updates on financial performance and operational growth.