UNH
UnitedHealth Group Incorporated · Healthcare · Healthcare Plans
$408.76
+3.32% today · +10.19% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its group (XLV +2.6%)
- UNH +3.32% on the last session vs SPY −0.25%: +3.6 pts of stock-specific move.
- Reported 3Q2026 Oct 13 before the open: EPS $4.69 vs $4.14 expected (beat, +$0.55, +13.3%); revenue $112.7B (+1.1% beat). The stock moved -0.2% on Tue's session (-0.2 pts vs SPY).
- Guidance: Raised full-year 2026 adjusted EPS guidance to at least $20.50, above prior $19.87 consensus. (release)
- The health care ETF (XLV) +2.6% (+2.9 pts vs SPY): the stock moved with its group.
- Aftermath, volume spike (3.4× average volume on pace today so far): After its 15 volume spikes in the past 5 years, UNH was higher a month later 13 times out of 15; half the outcomes fell between +4.0% and +11.8%. History, not a forecast.
- 6 Reddit mentions in the past 24 hours, 78% positive over the week.
- 4 analyst actions in the past 10 days (1 positive, 3 negative); latest: Piper Sandler maintained Overweight, raised target $502 → $504.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.4× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
−$660.9K
unplanned net · 0 buys · 2 sells · 1 insider
sales: 2 unplanned, 0 under a 10b5-1 plan (100% unplanned)
Congress · 3 months
≈−$81K
0 buys · 4 sells · 3 members
Congress · 1 year
≈−$381K
11 buys · 15 sells · 11 members
Fund moves · 3 months
≈−$49.8M
0 buys · 2 sells · 2 investors
Held by funds · now
≈$127.8M
3 investors · largest: Tiger Global
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Wayne S DeVeydt | CFO | Tax | tax withholding | 1,208.895 | $399.66 | $483.1K | Sep 4 |
| Aug 21, 2026 | Patrick Hugh Conway | CEO | Sell | unplanned | 1,169 | $390.00 | $455.9K | Aug 25 |
| Aug 11, 2026 | Dennis Andrew Stankiewicz | CAO | Tax | tax withholding | 233.402 | $402.19 | $93.9K | Aug 13 |
| Aug 5, 2026 | Patrick Hugh Conway | CEO | Sell | unplanned | 500 | $410.00 | $205K | Aug 7 |
| Jun 5, 2026 | Patrick Hugh Conway | CEO | Tax | tax withholding | 686.861 | $399.47 | $274.4K | Jun 9 |
| Jun 3, 2026 | Christopher R Zaetta | General Counsel | Tax | tax withholding | 134.02 | $377.00 | $50.5K | Jun 4 |
| Jun 2, 2026 | Patrick Hugh Conway | CEO | Tax | tax withholding | 203.821 | $377.92 | $77K | Jun 4 |
| Apr 23, 2026 | Patrick Hugh Conway | CEO | Sell | unplanned | 800 | $355.00 | $284K | Apr 27 |
| Feb 23, 2026 | Patrick Hugh Conway | CEO | Tax | tax withholding | 178.988 | $282.34 | $50.5K | Feb 25 |
| Feb 23, 2026 | Erin McSweeney | EVP | Tax | tax withholding | 130.684 | $282.34 | $36.9K | Feb 25 |
| Feb 23, 2026 | Timothy John Noel | CEO | Tax | tax withholding | 123.171 | $282.34 | $34.8K | Feb 25 |
| Feb 23, 2026 | Christopher R Zaetta | General Counsel | Tax | tax withholding | 129.454 | $282.34 | $36.6K | Feb 25 |
| Feb 23, 2026 | Thomas E Roos | CAO | Tax | tax withholding | 151.777 | $282.34 | $42.9K | Feb 25 |
| Feb 20, 2026 | Thomas E Roos | CAO | Tax | tax withholding | 326.067 | $290.00 | $94.6K | Feb 24 |
| Feb 20, 2026 | Timothy John Noel | CEO | Tax | tax withholding | 464.557 | $290.00 | $134.7K | Feb 24 |
| Feb 20, 2026 | Patrick Hugh Conway | CEO | Tax | tax withholding | 504.548 | $290.00 | $146.3K | Feb 24 |
| Feb 20, 2026 | Christopher R Zaetta | General Counsel | Tax | tax withholding | 443.287 | $290.00 | $128.6K | Feb 24 |
| Feb 20, 2026 | Erin McSweeney | EVP | Tax | tax withholding | 291.823 | $290.00 | $84.6K | Feb 24 |
| Feb 13, 2026 | Patrick Hugh Conway | CEO | Tax | tax withholding | 295.409 | $293.19 | $86.6K | Feb 17 |
| Feb 13, 2026 | Timothy John Noel | CEO | Tax | tax withholding | 125.616 | $293.19 | $36.8K | Feb 17 |
| Feb 13, 2026 | Erin McSweeney | EVP | Tax | tax withholding | 153.093 | $293.19 | $44.9K | Feb 17 |
| Feb 13, 2026 | Christopher R Zaetta | General Counsel | Tax | tax withholding | 212.523 | $293.19 | $62.3K | Feb 17 |
| Feb 13, 2026 | Thomas E Roos | CAO | Tax | tax withholding | 321.887 | $293.19 | $94.4K | Feb 17 |
| Sep 11, 2025 | Charles D. Baker | Director | Sell | unplanned | 27 | $356.05 | $9.6K | Sep 15 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 24, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Oct 7 |
| Sep 23, 2026 | Kevin Hern | House | Sell | $15K–$50K | Oct 13 |
| Sep 10, 2026 | Kevin Hern | House | Sell | $15K–$50K | Sep 25 |
| Jul 30, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Aug 14 |
| Jul 10, 2026 | Dan Newhouse | House | Sell | $1K–$15K | Jul 17 |
| Jun 12, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Jul 9 |
| Jun 12, 2026 | Richard Dean McCormick | House | Sell | $1K–$15K | Jul 9 |
| Jun 4, 2026 | Maria Elvira Salazar | House | Sell | $1K–$15K | Jul 7 |
| Jun 4, 2026 | John Boozman | Senate | Buy | $1K–$15K | Jul 13 |
| Apr 22, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | May 8 |
| Apr 22, 2026 | Maria Elvira Salazar | House | Buy | $1K–$15K | May 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $15K–$50K | Jul 21 |
| Mar 19, 2026 | Richard Dean McCormick | House | Buy | $1K–$15K | Apr 7 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Feb 25, 2026 | Markwayne Mullin | Senate | Buy | $50K–$100K | Mar 10 |
| Feb 10, 2026 | Gilbert Cisneros | House | Sell | $15K–$50K | Mar 9 |
| Feb 5, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Mar 16 |
| Dec 23, 2025 | Kevin Hern | House | Sell | $250K–$500K | Jan 22 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Nov 12, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Dec 15 |
| Nov 5, 2025 | Richard Dean McCormick | House | Buy | $1K–$15K | Dec 9 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 9, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 24, 2025 | Markwayne Mullin | Senate | Buy | $15K–$50K | Oct 1 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
| Sep 18, 2025 | Richard Dean McCormick | House | Sell | $1K–$15K | Oct 9 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Tiger Global (Chase Coleman) | 297,452 | $123.6M | 0.52% | -15% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 6,197 | $2.6M | 0.01% | new | Q2 2026 |
| Soros Fund Management (George Soros) | 3,885 | $1.6M | 0.03% | -94% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Soros Fund Management (George Soros) | Trimmed | 13F, Q2 2026 | 61,108 | $25.4M | 0.0% | Aug 14 |
| Aug 14, 2026 | Appaloosa (David Tepper) | Sold out | 13F, Q2 2026 | 90,000 | $24.4M | Aug 14 | |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q1 2026 | 1,197,273 | $395.2M | May 15 | |
| May 15, 2026 | Appaloosa (David Tepper) | Trimmed | 13F, Q1 2026 | 110,000 | $29.8M | 0.4% | May 15 |
| May 15, 2026 | Berkshire Hathaway (Warren Buffett) | Sold out | 13F, Q1 2026 | 5,039,564 | $1.7B | May 15 | |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | New stake | 13F, Q4 2025 | 1,197,273 | $395.2M | 1.0% | Feb 17 |
| Nov 14, 2025 | Soros Fund Management (George Soros) | Trimmed | 13F, Q3 2025 | 52,570 | $18.2M | 0.4% | Nov 14 |
| Nov 13, 2025 | Appaloosa (David Tepper) | Trimmed | 13F, Q3 2025 | 2,246,500 | $775.7M | 1.0% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves