Sell UNH by Sep 25, 2026.

Hi everyone, I’m up 45% on UNH with an entry price of $298 . At the current $427, it trades near 31x P/E, well above its historical 18x-22x mean. Given its massive size and recurring regulatory risks, I feel the upside is capped and downside risk is high at this multiple. I’m thinking of selling to reallocate capital into beaten-down, high-moat compounders trading at historically low multiples, specifically SPGI , MELI , ADBE and INTU.Does this capital rotation make sense …