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UNHUNH
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Position history for WAWaverly Advisors, LLC's holdings in UNITEDHEALTH GROUP INC

Waverly Advisors, LLC holds 31,173 shares of UNH (UNITEDHEALTH GROUP INC), worth $13M as of 2026-Q2. The position was decreased (-1.3% shares). UNH represents 0.1% of Waverly Advisors, LLC's portfolio.

Current Value

$13M

Current Shares

31,173

Total Value Change

+$5.9M

Total Shares Change

+19,084

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
31,173
-1.3%
$13M0.1%$415.63
0
2026-Q1
Increased
31,582
+8.1%
$8.5M0.1%$289.21
30
2025-Q4
Increased
29,212
+3.2%
$9.6M0.1%$332.16
29
2025-Q3
Increased
28,297
+0.9%
$9.8M0.1%$342.87
28
2025-Q2
Decreased
28,042
-44.2%
$8.7M0.1%$305.12
0
2025-Q1
Increased
50,243
+144.8%
$26.3M0.3%$505.79
55
2024-Q4
Increased
20,522
+69.8%
$10.4M0.2%$495.60
49
2024-Q3
Decreased
12,089
-3.7%
$7.1M0.1%$565.70
0

Other major holders of UNH: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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