Billionaire David Tepper Sold Every Single Share of UnitedHealth in Q2. Here's Whether He Made a Costly Mistake.

Billionaire hedge fund manager David Tepper sold all 90,000 shares of UnitedHealth in Q2 to concentrate on AI investments. While medical cost pressures from GLP-1 drugs and inflation are real concerns, the article argues Tepper may have made a mistake, as UnitedHealth is actively managing costs through AI automation, workflow improvements, and strategic GLP-1 coverage policies. The company's operating margins improved and earnings growth remains strong, suggesting it's adapting well to healthcare industry changes.