Waverly Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1568787 BIRMINGHAM, AL

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,956,433

+$4,410,660 QoQ

Shares Held

31,173

-1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#655

of 3,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Healthcare · as of Jun 30, 2026

Waverly Advisors, LLC holds $33,421,873 across 7 Healthcare Plans names. UNH ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	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.	5,325	$1,217,827
7	HUM	Humana Inc	1,566	$622,045

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,956,433	31,173	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$8,545,773	31,582	+8.1%	Shares	Sole	2026-05-15
2025-12-31	$9,643,173	29,212	+3.2%	Shares	Sole	2026-02-17
2025-09-30	$9,770,954	28,297	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$8,748,262	28,042	-44.2%	Shares	Sole	2025-08-14
2025-03-31	$26,314,771	50,243	+144.8%	Shares	Sole	2025-05-15
2024-12-31	$10,381,258	20,522	+69.8%	Shares	Sole	2025-02-14
2024-09-30	$7,068,196	12,089	-3.7%	Shares	Sole	2024-11-14
2024-06-30	$6,392,739	12,553	+12.2%	Shares	Sole	2024-08-14
2024-03-31	$5,537,176	11,193	+15.3%	Shares	Other	2024-05-15
2023-12-31	$5,112,023	9,710	+90.8%	Shares	Other	2024-02-14
2023-09-30	$2,565,317	5,088	+8.7%	Shares	Other	2023-11-14
2023-06-30	$2,249,874	4,681	+2.7%	Shares	Other	2023-08-15
2023-03-31	$2,155,009	4,560	+1.6%	Shares	Other	2023-05-16
2022-12-31	$2,380,507	4,490	-3.0%	Shares	Other	2023-02-15
2022-09-30	$2,337,830	4,629	+2.5%	Shares	Other	2022-11-15
2022-06-30	$2,319,552	4,516	+9.8%	Shares	Other	2022-08-15
2022-03-31	$2,098,014	4,114	-0.1%	Shares	Other	2022-05-17
2021-12-31	$2,067,309	4,117	+3.4%	Shares	Other	2022-02-15
2021-09-30	$1,555,144	3,980	+2.7%	Shares	Other	2021-11-15
2021-06-30	$1,551,303	3,874	-0.3%	Shares	Other	2021-08-17
2021-03-31	$1,445,491	3,885	+6.4%	Shares	Sole	2021-05-24
2020-12-31	$1,280,683	3,652	-5.3%	Shares	Sole	2021-02-16
2020-09-30	$1,202,185	3,856	-1.6%	Shares	Sole	2020-11-02
2020-06-30	$1,155,614	3,918	+1.4%	Shares	Sole	2020-08-17
2020-03-31	$963,853	3,865	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.