Aptus Capital Advisors Trims UnitedHealth Group Stake

Hedge fund reduces holdings in healthcare conglomerate by 5.8% in Q3

Mar. 6, 2026 at 8:21am

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Aptus Capital Advisors LLC, an investment management firm, has trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% in the third quarter, according to a recent SEC filing. The firm now owns 69,498 shares of the healthcare conglomerate's stock, valued at $23,998,000 as of its last reported filing.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the United States, providing a wide range of insurance and healthcare services. Changes in institutional ownership of the stock can signal shifts in investor sentiment and market expectations for the company.

The details

Aptus Capital Advisors sold 4,241 shares of UnitedHealth Group stock during the third quarter. The firm now holds a total of 69,498 shares, down from 73,739 shares previously. UnitedHealth Group's stock price has fluctuated in recent months, with analysts adjusting their price targets amid market uncertainty.

  • Aptus Capital Advisors reported the stake reduction in its Q3 2026 SEC filing.

The players

Aptus Capital Advisors LLC

An investment management firm that has reduced its holdings in UnitedHealth Group.

UnitedHealth Group Incorporated

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

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The takeaway

The reduction in Aptus Capital Advisors' UnitedHealth Group stake suggests some institutional investors may be taking a more cautious view on the healthcare company's prospects, even as it remains a major player in the industry.