WA
UNH icon

Waverly Advisors’s UnitedHealth UNH Stock Holding History

Waverly Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.55M Buy
31,582
+2,370
+8% +$706K 0.06% 291
2025
Q4 		$9.64M Buy
29,212
+915
+3% +$310K 0.08% 243
2025
Q3 		$9.77M Buy
28,297
+255
+0.9% +$77.1K 0.1% 208
2025
Q2 		$8.75M Sell
28,042
-22,201
-44% -$8.49M 0.1% 212
2025
Q1 		$26.3M Buy
50,243
+29,721
+145% +$15.2M 0.32% 72
2024
Q4 		$10.4M Buy
20,522
+8,433
+70% +$4.79M 0.16% 138
2024
Q3 		$7.07M Sell
12,089
-464
-4% -$262K 0.13% 154
2024
Q2 		$6.39M Buy
12,553
+1,360
+12% +$667K 0.13% 155
2024
Q1 		$5.54M Buy
11,193
+1,483
+15% +$754K 0.13% 131
2023
Q4 		$5.11M Buy
9,710
+4,622
+91% +$2.47M 0.19% 81
2023
Q3 		$2.57M Buy
5,088
+407
+9% +$200K 0.11% 118
2023
Q2 		$2.25M Buy
4,681
+121
+3% +$59.2K 0.1% 123
2023
Q1 		$2.15M Buy
4,560
+70
+2% +$33.8K 0.11% 98
2022
Q4 		$2.38M Sell
4,490
-139
-3% -$73.6K 0.13% 85
2022
Q3 		$2.34M Buy
4,629
+113
+3% +$59.4K 0.16% 67
2022
Q2 		$2.32M Buy
4,516
+402
+10% +$202K 0.21% 49
2022
Q1 		$2.1M Sell
4,114
-3
-0.1% -$1.45K 0.18% 50
2021
Q4 		$1.97M Buy
4,117
+137
+3% +$62K 0.17% 53
2021
Q3 		$1.82M Buy
3,980
+106
+3% +$43.9K 0.16% 55
2021
Q2 		$1.59M Sell
3,874
-11
-0.3% -$4.39K 0.15% 53
2021
Q1 		$1.59M Buy
3,885
+233
+6% +$80.7K 0.16% 53
2020
Q4 		$1.22M Sell
3,652
-204
-5% -$68.4K 0.13% 59
2020
Q3 		$1.18M Sell
3,856
-62
-2% -$19K 0.16% 57
2020
Q2 		$1.26M Buy
3,918
+53
+1% +$15.2K 0.16% 55
2020
Q1 		$964K Buy
3,865
+370
+11% +$102K 0.16% 55
2019
Q4 		$1.02M Sell
3,495
-23
-0.7% -$6.02K 0.13% 61
2019
Q3 		$765K Sell
3,518
-94
-3% -$22.7K 0.11% 66
2019
Q2 		$881K Buy
3,612
+65
+2% +$15.6K 0.13% 59
2019
Q1 		$877K Buy
3,547
+84
+2% +$21.4K 0.14% 57
2018
Q4 		$863K Sell
3,463
-2,701
-44% -$714K 0.15% 56
2018
Q3 		$1.64M Hold
6,164
– – 0.24% 51
2018
Q2 		$1.51M Buy
6,164
+301
+5% +$72.3K 0.24% 54
2018
Q1 		$1.25M Sell
5,863
-1,927
-25% -$440K 0.2% 62
2017
Q4 		$1.72M Buy
7,790
+3,316
+74% +$703K 0.24% 61
2017
Q3 		$876K Sell
4,474
-117
-3% -$22.6K 0.19% 95
2017
Q2 		$851K Buy
4,591
+92
+2% +$16.1K 0.21% 86
2017
Q1 		$738K Buy
4,499
+2,607
+138% +$427K 0.19% 97
2016
Q4 		$303K Buy
+1,892
New +$283K 0.11% 80
2016
Q1 		– Sell
-3,800
Closed -$447K – 123
2015
Q4 		$447K Buy
3,800
+3,506
+1,193% +$410K 0.19% 58
2015
Q3 		$34K Buy
+294
New +$35.2K 0.02% 187
2014
Q4 		– Sell
-378
Closed -$33K – 669
2014
Q3 		$33K Hold
378
– – 0.02% 275
2014
Q2 		$31K Hold
378
– – 0.01% 284
2014
Q1 		$31K Sell
378
-3,000
-89% -$226K 0.01% 265
2013
Q4 		$254K Buy
3,378
+378
+13% +$27.2K 0.09% 127
2013
Q3 		$215K Buy
+3,000
New +$215K 0.11% 96

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waverly Advisors's UNH Position: Q1 2026 in Review

Waverly Advisors increased its UnitedHealth (UNH) stake by 8.1% in Q1 2026, buying an estimated $706K and bringing the position to 31,582 shares worth $8.55M. The position accounts for 0.06% of the portfolio, ranked #291.

Waverly Advisors first reported a position in UNH in Q3 2013 and has held it in 45 quarters since. The position peaked at $26.3M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Waverly Advisors held 31,582 shares of UnitedHealth worth $8.55M as of Q1 2026.
  • Waverly Advisors bought 2,370 UnitedHealth shares in Q1 2026, an estimated $706K.
  • UnitedHealth made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #291 holding.
  • Waverly Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 45 quarters since.
  • Waverly Advisors's UnitedHealth position peaked at $26.3M in Q1 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.