Waverton Investment Management Boosts UnitedHealth Group Holdings

The investment firm increased its stake in the healthcare conglomerate by 25.5% in the third quarter.

Published on Mar. 2, 2026

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Waverton Investment Management Ltd lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 25.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor now owns 723,673 shares of the healthcare conglomerate's stock, worth approximately $249.9 million.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the United States, providing insurance and other healthcare services. Waverton Investment Management's increased stake in the company signals the firm's confidence in UnitedHealth Group's continued growth and performance.

The details

Waverton Investment Management acquired an additional 147,225 shares of UnitedHealth Group during the third quarter, bringing its total holdings to 723,673 shares. This represents approximately 0.08% of UnitedHealth Group's outstanding shares. The investment firm now has about 3.2% of its portfolio allocated to UnitedHealth Group, making it the 18th largest position in its investment portfolio.

  • Waverton Investment Management filed its 13F report for the third quarter on 2026-03-02.

The players

Waverton Investment Management Ltd

An institutional investment firm based in the United Kingdom.

UnitedHealth Group Incorporated

A diversified healthcare company that provides insurance and other healthcare services in the United States.

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The takeaway

Waverton Investment Management's increased stake in UnitedHealth Group suggests the firm sees continued growth potential in the healthcare conglomerate, which could signal positive news for the company's future performance.