Waverton Investment Management Ltd / UNH
Waverton Investment Management Ltd’s Unitedhealth Group Inc Position
Does Waverton Investment Management Ltd own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 723.7K shares worth $250M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$250M
Q3 2025
Shares
723.7K
% of Portfolio
+3.22%
Quarters Held
14
position exited
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 723.7K | $250M | +3.22% |
| Q2 2025 | 576.4K | $180M | +2.48% |
| Q1 2025 | 480.4K | $252M | +3.89% |
| Q4 2024 | 439.0K | $222M | +3.54% |
| Q3 2024 | 450.8K | $264M | +4.33% |
| Q2 2024 | 397.2K | $202M | +3.81% |
| Q1 2024 | 359.5K | $178M | +3.69% |
| Q4 2023 | 365.0K | $192M | +4.67% |
| Q3 2023 | 349.2K | $176M | +5.09% |
| Q2 2023 | 281.9K | $135M | +3.85% |
| Q1 2023 | 232.3K | $110M | +3.39% |
| Q4 2022 | 42.7K | $22,616 | +0.83% |
| Q3 2022 | 34.4K | $17M | +0.71% |
| Q2 2022 | 16.6K | $9M | +0.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of UNH.