Vulcan Value Partners reported positive absolute performance in all portfolios in the third quarter of 2025. The Large Cap Composite returned 4.6% net, the Small Cap Composite returned 4.1% net, and the All-Cap Composite returned 5.5% net. Check out their top five holdings for more information on the fund’s best picks.

UnitedHealth Group Incorporated (NYSE:UNH) was highlighted in Vulcan Value Partners’ third-quarter 2025 investor letter. The one-month return of UNH was 7.86%, and its shares lost 36.20% over the last 52 weeks. On October 15, 2025, UNH stock closed at $361.15 per share, with a market capitalization of $327.084 billion.

In its investor letter, Vulcan Value Partners discussed their purchase of UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter when its stock declined significantly. The company reaffirmed its 2025 guidance and disclosed positive news about its Medicare Advantage membership for Star Year 2026/Payment Year 2027.

UnitedHealth Group Incorporated (NYSE:UNH) ranks 18th on the list of 30 Most Popular Stocks Among Hedge Funds. In the second quarter of 2025, 159 hedge fund portfolios held UNH, up from 139 in the previous quarter. UNH reported revenues of nearly $112 billion in the second quarter, showing a 13% increase over the prior year. While UNH has potential as an investment, certain AI stocks may offer greater upside potential and lower downside risk.

Read more at Yahoo Finance: Here’s What Lifted UnitedHealth Group (UNH) in Q3