Perceptive Advisors’s UnitedHealth UNH Stock Holding History

Perceptive 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 Q2	$48.5M	Buy	+116,806	New	+$43.3M	0.73%	30
2017 Q3	–	Sell	-28,480	Closed	-$5.28M	–	152
2017 Q2	$5.28M	Buy	28,480 +15,480	+119%	+$2.71M	0.27%	65
2017 Q1	$2.13M	Buy	13,000 +9,777	+303%	+$1.6M	0.12%	82
2016 Q4	$516K	Sell	3,223 -8	-0.2%	-$1.2K	0.04%	118
2016 Q3	$452K	Hold	3,231	–	–	0.03%	136
2016 Q2	$456K	Sell	3,231 -1,115	-26%	-$149K	0.03%	126
2016 Q1	$560K	Buy	4,346 +2,706	+165%	+$320K	0.05%	113
2015 Q4	$193K	Buy	+1,640	New	+$192K	0.01%	130
2015 Q3	–	Sell	-1,685	Closed	-$206K	–	187
2015 Q2	$206K	Buy	+1,685	New	+$199K	0.01%	161
2013 Q3	–	Sell	-315	Closed	-$21K	–	119
2013 Q2	$21K	Buy	+315	New	+$19.6K	﹤0.01%	77

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Perceptive Advisors's UNH Position: Q2 2026 in Review

Perceptive Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 116,806 shares worth $48.5M. The stake represents 0.73% of the portfolio and ranks #30 among its holdings. This is a return to the name: Perceptive Advisors previously reported a position in UNH as recently as Q2 2017.

Perceptive Advisors first reported a position in UNH in Q2 2013 and has held it in 10 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Perceptive Advisors held 116,806 shares of UnitedHealth worth $48.5M as of Q2 2026.
UnitedHealth was a new Perceptive Advisors position in Q2 2026.
UnitedHealth made up 0.73% of Perceptive Advisors's portfolio in Q2 2026, its #30 holding.
Perceptive Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 10 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Perceptive Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.