Foyston Gordon & Payne Inc Reduces UnitedHealth Group Stake

Investment firm cuts holdings in healthcare conglomerate by 24% in third quarter

Mar. 3, 2026 at 12:31am

Foyston Gordon & Payne Inc, an investment management firm, has reduced its holdings in UnitedHealth Group Incorporated (NYSE: UNH) by 24% during the third quarter, according to a recent SEC filing. The firm now owns 37,001 shares of the healthcare conglomerate's stock, valued at $12.78 million.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the United States, providing a range of insurance and healthcare services. Changes in institutional ownership of the stock can provide insights into investor sentiment and market trends surrounding the company.

The details

According to the SEC filing, Foyston Gordon & Payne Inc sold 11,701 shares of UnitedHealth Group during the third quarter, reducing its total holdings to 37,001 shares. The firm's stake in UnitedHealth Group now accounts for 2.8% of its overall portfolio, making it the 12th largest position.

  • The filing covers Foyston Gordon & Payne Inc's holdings as of the third quarter of the year.

The players

Foyston Gordon & Payne Inc

An investment management firm that has reduced its holdings in UnitedHealth Group by 24% in the third quarter.

UnitedHealth Group Incorporated

A healthcare conglomerate that provides insurance and healthcare services in the United States.

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The takeaway

The reduction in Foyston Gordon & Payne Inc's UnitedHealth Group holdings suggests a potential shift in investor sentiment towards the healthcare company, though the overall reasons behind the firm's decision are not clear from the available information.