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Perennial Investment Advisors’s UnitedHealth UNH Stock Holding History

Perennial Investment 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 		$683K Sell
2,526
-1,654
-40% -$493K 0.05% 243
2025
Q4 		$1.38M Sell
4,180
-370
-8% -$125K 0.11% 155
2025
Q3 		$1.57M Buy
4,550
+1,925
+73% +$582K 0.13% 134
2025
Q2 		$819K Sell
2,625
-134
-5% -$51.2K 0.08% 197
2025
Q1 		$1.44M Buy
2,759
+30
+1% +$15.3K 0.16% 115
2024
Q4 		$1.38M Sell
2,729
-63
-2% -$35.8K 0.16% 112
2024
Q3 		$1.63M Buy
2,792
+45
+2% +$25.5K 0.21% 84
2024
Q2 		$1.4M Buy
2,747
+10
+0.4% +$4.9K 0.2% 84
2024
Q1 		$1.35M Buy
2,737
+63
+2% +$32K 0.21% 84
2023
Q4 		$1.41M Sell
2,674
-3
-0.1% -$1.6K 0.23% 79
2023
Q3 		$1.35M Sell
2,677
-13
-0.5% -$6.4K 0.24% 84
2023
Q2 		$1.29M Buy
2,690
+15
+0.6% +$7.33K 0.23% 91
2023
Q1 		$1.26M Buy
2,675
+370
+16% +$179K 0.24% 89
2022
Q4 		$1.22M Sell
2,305
-89
-4% -$47.1K 0.5% 42
2022
Q3 		$1.21M Buy
2,394
+317
+15% +$167K 0.55% 40
2022
Q2 		$1.07M Sell
2,077
-45
-2% -$22.6K 0.42% 49
2022
Q1 		$1.08M Buy
2,122
+5
+0.2% +$2.41K 0.34% 59
2021
Q4 		$1.07M Buy
2,117
+72
+4% +$32.6K 0.33% 66
2021
Q3 		$801K Buy
2,045
+401
+24% +$166K 0.28% 82
2021
Q2 		$658K Buy
1,644
+414
+34% +$165K 0.24% 90
2021
Q1 		$458K Sell
1,230
-28
-2% -$9.7K 0.18% 107
2020
Q4 		$441K Buy
1,258
+1
+0.1% +$335 0.19% 99
2020
Q3 		$394K Sell
1,257
-16
-1% -$4.92K 0.2% 94
2020
Q2 		$375K Buy
1,273
+66
+5% +$18.9K 0.25% 76
2020
Q1 		$300K Buy
1,207
+20
+2% +$5.5K 0.27% 81
2019
Q4 		$349K Buy
+1,187
New +$311K 0.28% 86

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

Perennial Investment Advisors's UNH Position: Q1 2026 in Review

Perennial Investment Advisors reduced its UnitedHealth (UNH) stake by 40% in Q1 2026, selling an estimated $493K and leaving 2,526 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #243.

Perennial Investment Advisors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Perennial Investment Advisors held 2,526 shares of UnitedHealth worth $683K as of Q1 2026.
  • Perennial Investment Advisors sold 1,654 UnitedHealth shares in Q1 2026, an estimated $493K.
  • UnitedHealth made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #243 holding.
  • Perennial Investment Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's UnitedHealth position peaked at $1.63M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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