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Minnetonka Today
By the People, for the People
Smith Chas P & Associates PA Cpas Reduces UnitedHealth Group Stake
Institutional investor cuts position in healthcare conglomerate by 27.3% in Q3
Published on Mar. 4, 2026
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Smith Chas P & Associates PA Cpas, an institutional investor, reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.3% during the third quarter, according to the company's recent Form 13F filing with the Securities and Exchange Commission. The firm now owns 82,889 shares of the healthcare conglomerate's stock, valued at $28.6 million.
Why it matters
UnitedHealth Group is one of the largest healthcare companies in the United States, providing insurance and other healthcare services. Changes in institutional ownership can signal shifts in investor sentiment and market expectations around the company's performance.
The details
According to the 13F filing, Smith Chas P & Associates PA Cpas sold 31,192 shares of UnitedHealth Group stock during the third quarter. The firm's total position in UNH now represents 2.5% of its portfolio, making it the 13th largest holding. UnitedHealth Group's stock has seen volatility in recent months, with shares trading between $234.60 and $606.36 over the past year.
- Smith Chas P & Associates PA Cpas reduced its UnitedHealth Group position during the third quarter of 2026.
The players
Smith Chas P & Associates PA Cpas
An institutional investor that manages a portfolio of stocks, including a position in healthcare conglomerate UnitedHealth Group.
UnitedHealth Group Incorporated
A diversified healthcare company that provides insurance and other healthcare services in the United States.
The takeaway
This reduction in institutional ownership of UnitedHealth Group shares could signal broader market concerns about the company's performance or the healthcare sector as a whole. Investors will be watching to see if other major shareholders make similar moves in the coming quarters.
