Symphony Financial 13F: Adds $1.2M to UnitedHealth (UNH) Stake
Key Points
- Symphony Financial added 3,179 shares to raise its UnitedHealth Group position to 8,598 shares valued at about $3.2 million.
- UnitedHealth Group recently traded around $425.06, sitting above its 50-day and 200-day moving averages.
- Analyst firms including Mizuho and RBC Capital adjusted price targets following recent updates.
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Symphony Financial increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 58.7% during the quarter, according to a Form 13F filing disclosed on October 22, 2026. The fund purchased an additional 3,179 shares, bringing its total stake to 8,598 shares. The reported value of the position stood at approximately $3.2 million based on the filing details. UnitedHealth Group closed at $424.98 on the day of the filing.
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What Changed in Symphony Financial's UnitedHealth Group Position
Symphony Financial expanded its investment in the healthcare giant from 5,419 shares up to 8,598 shares. The 3,179-share addition represented a 58.7% increase for the portfolio. The filing captures portfolio shifts made over the course of the quarter, providing a look at how institutional managers adjusted their exposure.
Other Institutional Activity in UnitedHealth Group
Other institutional investors also adjusted their positions in UnitedHealth Group during the filing cycle. Pictet North America Advisors grew its holdings by 1,710 shares, ending with 5,129 shares worth about $1.9 million. Global Strategic Investment Solutions sold out its position entirely, liquidating 522 shares. Kmg Fiduciary Partners reduced its stake by 1,365 shares to hold 7,590 shares valued at roughly $2.8 million. Traphagen Investment Advisors closed out its holdings by shedding 483 shares. Ninety One UK lifted its position by 163,350 shares, bringing its total ownership to 1,266,720 shares worth about $465.0 million.
UnitedHealth Group Incorporated Stock Up 1.4%
UnitedHealth Group shares recently traded near $425.06, putting the stock up about 9.6% above its 50-day moving average of $387.80 and about 18.0% above its 200-day moving average of $360.27. The stock traded roughly 7.9% below its 52-week high of $461.62 and well above its 52-week low of $255.97. The company holds a market capitalization of roughly $374.3 billion.
Recent Earnings
UnitedHealth Group generated trailing twelve-month revenue of $450.1 billion alongside basic 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
UnitedHealth Group distributes an annual dividend rate of $9.28 per share, which equates to a dividend yield of 2.23%. The company allocates 57.6% of its earnings toward dividend payments.
Insider Buying and Selling at UnitedHealth Group Incorporated
Company insiders executed share transactions ahead of the filing window. Patrick Hugh Conway sold 500 shares on August 5, 2026, at a price of $410.00 per share for a total value of $205,000. Conway later sold 1,169 shares on August 21, 2026, at $390.00 per share for a total value of $455,910.
Analysts Set New Price Targets
Wall Street firms updated their stances and price objectives for UnitedHealth Group leading up to the filing. TD Cowen reiterated a Hold rating with a $402.00 price target on October 15, 2026. Bernstein maintained an Outperform rating on October 16, 2026, while adjusting its target from $512.00 down to $500.00. JP Morgan maintained an Overweight rating on October 16, 2026, lifting its target from $516.00 to $524.00. RBC Capital kept an Outperform rating on October 20, 2026, raising its price target from $478.00 to $498.00. Mizuho maintained an Outperform rating on October 22, 2026, bumping its target from $493.00 to $500.00. The stock carries a consensus buy recommendation among 25 analysts, with a mean price target of $478.12.
About UnitedHealth Group
UnitedHealth Group Incorporated operates as a healthcare company that provides health care plans, care delivery, wellness programs, and health financial services across the United States and internationally. Its operations span multiple segments, including health insurance plans and healthcare services through Optum divisions.
Bottom Line
Institutional managers continue to reallocate capital across major healthcare equities. Investors can monitor upcoming earnings on January 12, 2027, and subsequent SEC filings for further shifts in institutional ownership.
Related Filing Alerts
Source: Symphony Financial's 13F filing on $UNH (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts