Position in MOH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,217,827
+$622,510 QoQ
Shares Held
5,325
+19.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#248
of 597 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MOH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $33,421,873 across 7 Healthcare Plans names. MOH ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
31,173 | $12,956,433 | |
| 2 | CVS |
CVS HEALTH Corp
|
90,642 | $9,376,914 | |
| 3 | CI |
Cigna Group
|
15,214 | $4,194,195 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,081 | $3,125,165 | |
| 5 | CNC |
Centene Corp
|
30,056 | $1,929,294 | |
| 6 | MOH |
Molina Healthcare, Inc.
This page
|
5,325 | $1,217,827 | |
| 7 | HUM |
Humana Inc
|
1,566 | $622,045 |
All Filings in MOH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,827 | 5,325 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $595,317 | 4,466 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $402,238 | 2,102 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||