Simplicity Wealth,LLC 13F: Cuts UnitedHealth (UNH) Stake by $4.4M

Simplicity Wealth, LLC reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 12,048 shares during the quarter, according to a Form 13F filing filed with the SEC on October 23, 2026. The move lowered the firm's stake by 38.0%, leaving it with 19,619 shares worth about $7,201,706 compared to its earlier position of 31,667 shares.

UNH UnitedHealth Group Incorporated

$424.98 ▲ +28.83% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Simplicity Wealth's UnitedHealth Group Incorporated Position

Simplicity Wealth held 31,667 shares of the healthcare provider before trimming its investment. The reduction of 12,048 shares brought its ending position down to 19,619 shares. The reported value of this remaining stake reached $7,201,706 on the filing date.

Other Institutional Activity in UnitedHealth Group Incorporated

Other investment firms also adjusted their positions in UnitedHealth Group Incorporated around the same time. Campbell Newman Asset Management grew its holdings by 2,163 shares, ending with 111,421 shares worth about $40,900,421. Pictet North America Advisors boosted its stake by 1,710 shares to finish with 5,129 shares valued at $1,882,753. Global Strategic Investment Solutions closed out its position by selling 522 shares, bringing its holdings to zero. Wilmington Savings Fund Society, FSB trimmed its stake by 3,741 shares, leaving it with 13,600 shares worth about $4,992,288. Symphony Financial raised its holdings by 3,179 shares to end with 8,598 shares valued at $3,154,441.

UnitedHealth Group Incorporated Stock Up 0.2%

UnitedHealth Group Incorporated shares recently traded around $418.01 as of October 24, 2026. The stock closed at $418.09 on the day of the filing. Shares sit below the 52-week high of $461.62 and well above the 52-week low of $255.97.

Recent Earnings

The company posted trailing-twelve-month revenue of $450,059,010,048 alongside basic earnings per share of $15.55. Its next earnings report is scheduled for January 12, 2027.

Dividend

The company pays an annual dividend rate of $9.28 per share, which corresponds to a dividend yield of 2.18% based on recent market levels.

Insider Buying and Selling at UnitedHealth Group Incorporated

Company insiders executed transactions prior to the filing date. Patrick Hugh Conway sold 500 shares on August 5, 2026, at a price of $410.00 for a total value of $205,000, and later sold 1,169 shares on August 21, 2026, at $390.00 for a total value of $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 with a $402.00 price target on October 15, 2026. Bernstein kept an outperform rating on October 16, 2026, lowering its target from $512.00 to $500.00. JP Morgan maintained an overweight rating on October 16, 2026, raising its target to $524.00 from $516.00. RBC Capital kept an outperform rating on October 20, 2026, lifting its target to $498.00 from $478.00. Mizuho maintained an outperform rating on October 22, 2026, raising its target to $500.00 from $493.00.

About UnitedHealth Group Incorporated

UnitedHealth Group Incorporated operates as a major healthcare and insurance provider in the United States, offering health plans through UnitedHealthcare and care delivery services through Optum. The company's vast network covers millions of patients and consumers, making its filing disclosures a helpful window into how institutional portfolio managers view the broader healthcare sector.

Bottom Line

Simplicity Wealth's decision to trim its position sits alongside varied adjustments from peer institutional investors. Market participants will watch for the company's next earnings report on January 12, 2027, for further details on top-line and bottom-line performance.