Position history for Waverly Advisors, LLC's holdings in UNITEDHEALTH GROUP INC
Current Value
$8.5M
Current Shares
31,582
Total Value Change
+$2.2M
Total Shares Change
+19,029
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 |
| 2024-Q2 | Increased | 12,553 | +12.2% | $6.4M | 0.1% | $493.37 | 36 |