Investment management company Vulcan Value PartnersRecently published its third-quarter 2025 investor report. A version of the report is available here.downloaded hereThe third quarter proved to be favorable for the portfolios. All strategies showed positive absolute returns, although their relative performance was somewhat behind. During the quarter, the Large Cap Composite gained 4.6% after fees and expenses, the Small Cap Composite rose 4.1%, the Focus Composite increased by 3.7%, the Focus Plus composite also saw a 3.7% gain, and the All-Cap Composite recorded a 5.5% return. To learn more about the fund's top selections for 2025, please review its top five holdings.
In its third-quarter 2025 investor report, Vulcan Value Partners mentioned stocks including UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Inc. (NYSE:UNH) is a broad-based healthcare enterprise that functions through the UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx divisions. The stock of UnitedHealth Group Inc. (NYSE:UNH) saw a one-month gain of 7.86%, while its shares have declined by 36.20% in the past 52 weeks. On October 15, 2025, UnitedHealth Group Inc. (NYSE:UNH) closed at $361.15 per share, with a market value of $327.084 billion.
Vulcan Value Partners mentioned the following about UnitedHealth Group Incorporated (NYSE:UNH) in its third quarter 2025 investor letter:
As a reminder, we acquiredUnitedHealth Group Incorporated(NYSE:UNH) in the second quarter following a drop in its stock price from around $600 per share to below $300 per share. Our calculated value stayed steady. Towards the end of July, UnitedHealth Group released its updated 2025 financial outlook, which was not well received by the market. During the second week of September, UnitedHealth Group made several announcements that were favorably received by investors. The company confirmed its 2025 guidance. Additionally, it revealed that, based on an initial assessment, 78% of its Medicare Advantage members will be enrolled in 4-star or higher plans for Star Year 2026/Payment Year 2027, aligning with past performance.
UnitedHealth Group Inc. (NYSE:UNH) ranks 18th on our list of30 Top Stocks Frequently Held by Hedge Funds. According to our database, 159 hedge fund portfolios had UnitedHealth Group Incorporated (NYSE:UNH) at the end of the second quarter, compared to 139 in the prior quarter. In the second quarter of 2025, UnitedHealth Group Incorporated (NYSE:UNH) reportedrevenuesValued at approximately $112 billion, representing a 13% increase compared to the previous year's quarter. Although we recognize the risk and potential associated with UnitedHealth Group Incorporated (NYSE:UNH) as an investment, our confidence is placed on the idea that certain AI stocks may offer better prospects for achieving higher returns in a shorter period. If you're seeking an AI stock that is more promising than UnitedHealth Group Incorporated (NYSE:UNH) and has the potential for a 10,000% increase, review our report on this topic. cheapest AI stock.
In another article, we discussed UnitedHealth Group Incorporated (NYSE:UNH) and provided a list of the top defensive dividend stocks to consider investing in. In itsQ3 2025investor letter, LRT Global Opportunities Strategy provided its perspectives on UnitedHealth Group Incorporated (NYSE:UNH). Furthermore, please explore ourhedge fund investor letters third quarter 2025page for additional investor letters from hedge funds and other prominent investors.
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Disclaimer: None. This article was first published on Insider Monkey.