Perpetual Ltd’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35M | Buy |
84,327
+4,165
| +5% | +$1.54M | 0.5% | 58 |
|
|
2026
Q1 | $21.7M | Buy |
80,162
+11,554
| +17% | +$3.44M | 0.33% | 80 |
|
|
2025
Q4 | $22.6M | Buy |
68,608
+57,886
| +540% | +$19.6M | 0.33% | 84 |
|
|
2025
Q3 | $3.7M | Sell |
10,722
-1,002
| -9% | -$303K | 0.05% | 154 |
|
|
2025
Q2 | $3.66M | Sell |
11,724
-298,263
| -96% | -$114M | 0.04% | 154 |
|
|
2025
Q1 | $162M | Sell |
309,987
-11,815
| -4% | -$6.04M | 1.96% | 12 |
|
|
2024
Q4 | $163M | Sell |
321,802
-61,392
| -16% | -$34.9M | 1.91% | 12 |
|
|
2024
Q3 | $224M | Sell |
383,194
-75,814
| -17% | -$42.9M | 2.43% | 9 |
|
|
2024
Q2 | $234M | Buy |
459,008
+23,887
| +5% | +$11.7M | 2.54% | 6 |
|
|
2024
Q1 | $215M | Buy |
435,121
+30,978
| +8% | +$15.7M | 2.1% | 10 |
|
|
2023
Q4 | $213M | Sell |
404,143
-39,772
| -9% | -$21.2M | 2.2% | 11 |
|
|
2023
Q3 | $224M | Sell |
443,915
-26,419
| -6% | -$13M | 2.31% | 11 |
|
|
2023
Q2 | $226M | Buy |
470,334
+27,338
| +6% | +$13.4M | 1.94% | 16 |
|
|
2023
Q1 | $209M | Buy |
+442,996
| New | +$214M | 1.81% | 15 |
|
|
2020
Q3 | $11.4M | Sell |
36,604
-31,360
| -46% | -$9.63M | 0.82% | 24 |
|
|
2020
Q2 | $20M | Buy |
67,964
+43,871
| +182% | +$12.6M | 1.87% | 12 |
|
|
2020
Q1 | $6.01M | Sell |
24,093
-61,284
| -72% | -$16.9M | 0.85% | 29 |
|
|
2019
Q4 | $25.1M | Buy |
85,377
+7,500
| +10% | +$1.96M | 3.72% | 5 |
|
|
2019
Q3 | $16.9M | Buy |
77,877
+73,763
| +1,793% | +$17.8M | 2.61% | 11 |
|
|
2019
Q2 | $1M | Sell |
4,114
-800
| -16% | -$192K | 0.16% | 66 |
|
|
2019
Q1 | $1.22M | Hold |
4,914
| – | – | 0.18% | 64 |
|
|
2018
Q4 | $1.21M | Hold |
4,914
| – | – | 0.18% | 66 |
|
|
2018
Q3 | $1.31M | Sell |
4,914
-600
| -11% | -$156K | 0.18% | 68 |
|
|
2018
Q2 | $1.35M | Buy |
5,514
+600
| +12% | +$144K | 0.16% | 71 |
|
|
2018
Q1 | $1.05M | Hold |
4,914
| – | – | 0.14% | 70 |
|
|
2017
Q4 | $1.1M | Buy |
4,914
+400
| +9% | +$84.8K | 0.14% | 74 |
|
|
2017
Q3 | $879K | Hold |
4,514
| – | – | 0.12% | 77 |
|
|
2017
Q2 | $837K | Sell |
4,514
-300
| -6% | -$52.6K | 0.07% | 179 |
|
|
2017
Q1 | $796K | Hold |
4,814
| – | – | 0.08% | 118 |
|
|
2016
Q4 | $770K | Buy |
4,814
+200
| +4% | +$29.9K | 0.12% | 75 |
|
|
2016
Q3 | $646K | Sell |
4,614
-5,737
| -55% | -$804K | 0.05% | 185 |
|
|
2016
Q2 | $1.46M | Buy |
10,351
+300
| +3% | +$40K | 0.15% | 119 |
|
|
2016
Q1 | $1.3M | Sell |
10,051
-2,500
| -20% | -$296K | 0.13% | 120 |
|
|
2015
Q4 | $1.48M | Buy |
12,551
+2,800
| +29% | +$327K | 0.16% | 105 |
|
|
2015
Q3 | $1.13M | Buy |
9,751
+1,100
| +13% | +$132K | 0.13% | 109 |
|
|
2015
Q2 | $1.05M | Sell |
8,651
-1,700
| -16% | -$201K | 0.12% | 114 |
|
|
2015
Q1 | $1.22M | Sell |
10,351
-75,034
| -88% | -$8.33M | 0.14% | 109 |
|
|
2014
Q4 | $8.63M | Sell |
85,385
-23,020
| -21% | -$2.18M | 1.02% | 19 |
|
|
2014
Q3 | $9.35M | Sell |
108,405
-55,596
| -34% | -$4.7M | 1.01% | 22 |
|
|
2014
Q2 | $13.4M | Sell |
164,001
-9,850
| -6% | -$775K | 1.18% | 11 |
|
|
2014
Q1 | $14.3M | Sell |
173,851
-9,500
| -5% | -$715K | 2.09% | 6 |
|
|
2013
Q4 | $13.8M | Sell |
183,351
-1,600
| -0.9% | -$115K | 1.82% | 15 |
|
|
2013
Q3 | $13.2M | Sell |
184,951
-8,100
| -4% | -$580K | 1.86% | 10 |
|
|
2013
Q2 | $12.6M | Buy |
+193,051
| New | +$12M | 1.9% | 9 |
|
Other funds holding UNH
PAM
DC
Perpetual Ltd's UNH Position: Q2 2026 in Review
Perpetual Ltd increased its UnitedHealth (UNH) stake by 5.2% in Q2 2026, buying an estimated $1.54M and bringing the position to 84,327 shares worth $35M. The position accounts for 0.5% of the portfolio, ranked #58.
Perpetual Ltd first reported a position in UNH in Q2 2013 and has held it in 44 quarters since. The position peaked at $234M in Q2 2024. 1,278 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Perpetual Ltd held 84,327 shares of UnitedHealth worth $35M as of Q2 2026.
- Perpetual Ltd bought 4,165 UnitedHealth shares in Q2 2026, an estimated $1.54M.
- UnitedHealth made up 0.5% of Perpetual Ltd's portfolio in Q2 2026, its #58 holding.
- Perpetual Ltd first reported a position in UnitedHealth in Q2 2013 and has held it in 44 quarters since.
- Perpetual Ltd's UnitedHealth position peaked at $234M in Q2 2024.
- 1,278 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.