Question 1

Does Waverly Advisors own UNH stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Waverly Advisors holds 31,173 shares of UNH (UnitedHealth Group), worth $13M.

Question 2

How many shares of UNH does Waverly Advisors own?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors holds 31,173 shares of UNH (UnitedHealth Group).

Question 3

What is Waverly Advisors' UNH position worth?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors' UNH position is worth $13M.

Question 4

Is Waverly Advisors buying or selling UNH?

Accepted Answer

In Q2 2026, Waverly Advisors reduced its UNH position by 409 shares (-1.3%).

Question 5

When did Waverly Advisors first buy UNH?

Accepted Answer

Waverly Advisors already held UNH in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	31,173	-1.3%	$13M	0.1%	$413.09	0
2026-Q1	Increased	31,582	+8.1%	$8.5M	0.1%	$267.41	30
2025-Q4	Increased	29,212	+3.2%	$9.6M	0.1%	$323.71	29
2025-Q3	Increased	28,297	+0.9%	$9.8M	0.1%	$336.34	28
2025-Q2	Decreased	28,042	-44.2%	$8.7M	0.1%	$301.97	0
2025-Q1	Increased	50,243	+144.8%	$26.3M	0.3%	$503.39	55
2024-Q4	Increased	20,522	+69.8%	$10.4M	0.2%	$484.13	49
2024-Q3	Decreased	12,089	-3.7%	$7.1M	0.1%	$557.43	0