Mott Capital's Q3 2026 letter says UnitedHealth Group (UNH) struggled in the third quarter, but much of that decline has since reversed. The stock surged back toward its recent highs early in the fourth quarter after better-than-expected October results. Shares fell 2.50% over the past month and traded between $255.97 and $461.62 over 52 weeks, closing near $400.44 with a market capitalization of about $359.43 billion. The article also notes that 143 hedge fund portfolios held UNH at the end of the second quarter, up from 130 the previous quarter.
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