Dodge & Cox Fund’s second quarter 2025 investor letter revealed Class I returned 3.82% and Class X returned 3.85%, compared to the S&P 500 Index’s 10.9% return. UnitedHealth Group (UNH) was highlighted as a top pick, with a one-month return of -6.17% and a market cap of $255.94 billion.

Dodge & Cox Stock Fund increased its position in UnitedHealth Group due to its strong market position despite challenges. UNH is 18th on the list of 30 most popular stocks among hedge funds, with 139 portfolios holding it in the first quarter. AI stocks may offer greater upside potential and less downside risk.

Jim Cramer warns that “Medicare Fraud Is Prison” when it comes to UnitedHealth Group Incorporated (UNH). The company’s stock closed at $282.14 per share on July 21, 2025, with significant market capitalization. Dodge & Cox Fund sees potential for recovery in UNH’s Medicare Advantage business despite recent challenges.

Read more at Yahoo Finance: Dodge and Cox Increased its Holdings in UnitedHealth Group Incorporated (UNH) Amid Current Challenges