WADDELL & ASSOCIATES, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1776757 MEMPHIS, TN

Position in UNH

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,524,115

+$905,276 QoQ

Shares Held

3,667

+60.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,560

of 3,349 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $6,155,889 across 6 Healthcare Plans names. UNH ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	36,456	$2,340,110
2	UNH	Unitedhealth Group Inc This page	3,667	$1,524,115
3	MOH	Molina Healthcare, Inc.	3,722	$851,221
4	CI	Cigna Group	2,358	$650,053
5	ELV	Elevance Health, Inc.	1,065	$411,867
6	CVS	CVS HEALTH Corp	3,659	$378,523

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,524,115	3,667	+60.3%	Shares	Sole	2026-07-15
2026-03-31	$618,839	2,287	+32.3%	Shares	Sole	2026-05-11
2025-12-31	$570,430	1,728	-12.0%	Shares	Sole	2026-02-11
2025-09-30	$678,169	1,964	+17.5%	Shares	Sole	2025-11-10
2025-06-30	$521,301	1,671	+65.9%	Shares	Sole	2025-08-12
2025-03-31	$527,416	1,007	-0.1%	Shares	Sole	2025-05-14
2024-12-31	$509,906	1,008	+0.3%	Shares	Sole	2025-05-14
2024-09-30	$587,603	1,005	0.0%	Shares	Sole	2024-11-12
2024-06-30	$511,806	1,005	+5.2%	Shares	Sole	2024-08-06
2024-03-31	$472,438	955	-41.6%	Shares	Sole	2024-05-08
2023-12-31	$860,778	1,635	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$804,687	1,596	0.0%	Shares	Sole	2023-11-07
2023-06-30	$767,101	1,596	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$748,109	1,583	-2.1%	Shares	Sole	2023-05-10
2022-12-31	$857,301	1,617	+54.7%	Shares	Sole	2023-02-10
2022-09-30	$527,766	1,045	-0.7%	Shares	Sole	2022-11-02
2022-06-30	$540,338	1,052	+7.1%	Shares	Sole	2022-07-27
2022-03-31	$500,790	982	0.0%	Shares	Sole	2022-04-21
2021-12-31	$493,101	982	0.0%	Shares	Sole	2022-02-01
2021-09-30	$383,706	982	0.0%	Shares	Sole	2021-11-10
2021-06-30	$393,232	982	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.