Question 1

How many shares of UNH does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 31,173 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is Waverly Advisors, LLC's UNH position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's UNH position is worth $13M.

Question 3

Is Waverly Advisors, LLC buying or selling UNH?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC decreased their UNH position (-1.3% change in shares).

Question 4

When did Waverly Advisors, LLC first buy UNH?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in UNH in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	31,173	-1.3%	$13M	0.1%	$415.63	0
2026-Q1	Increased	31,582	+8.1%	$8.5M	0.1%	$289.21	30
2025-Q4	Increased	29,212	+3.2%	$9.6M	0.1%	$332.16	29
2025-Q3	Increased	28,297	+0.9%	$9.8M	0.1%	$342.87	28
2025-Q2	Decreased	28,042	-44.2%	$8.7M	0.1%	$305.12	0
2025-Q1	Increased	50,243	+144.8%	$26.3M	0.3%	$505.79	55
2024-Q4	Increased	20,522	+69.8%	$10.4M	0.2%	$495.60	49
2024-Q3	Decreased	12,089	-3.7%	$7.1M	0.1%	$565.70	0