Perritt Capital Management’s UnitedHealth UNH Stock Holding History

Perritt Capital Management’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
2025 Q4	–	Sell	-935	Closed	-$323K	–	280
2025 Q3	$323K	Hold	935	–	–	0.15%	137
2025 Q2	$292K	Sell	935 -91	-9%	-$34.8K	0.15%	129
2025 Q1	$538K	Sell	1,026 -20	-2%	-$10.2K	0.3%	73
2024 Q4	$529K	Buy	1,046 +9	+0.9%	+$5.11K	0.28%	87
2024 Q3	$606K	Sell	1,037 -21	-2%	-$11.9K	0.31%	71
2024 Q2	$539K	Buy	1,058 +6	+0.6%	+$2.94K	0.29%	80
2024 Q1	$521K	Hold	1,052	–	–	0.28%	82
2023 Q4	$554K	Sell	1,052 -93	-8%	-$49.6K	0.31%	71
2023 Q3	$577K	Buy	1,145 +8	+0.7%	+$3.94K	0.33%	78
2023 Q2	$546K	Sell	1,137 -225	-17%	-$110K	0.3%	86
2023 Q1	$643K	Hold	1,362	–	–	0.36%	67
2022 Q4	$722K	Sell	1,362 -25	-2%	-$13.2K	0.41%	59
2022 Q3	$700K	Sell	1,387 -24	-2%	-$12.6K	0.45%	57
2022 Q2	$725K	Sell	1,411 -828	-37%	-$416K	0.44%	57
2022 Q1	$1.14M	Sell	2,239 -56	-2%	-$27K	0.62%	32
2021 Q4	$1.15M	Hold	2,295	–	–	0.6%	33
2021 Q3	$897K	Hold	2,295	–	–	0.49%	51
2021 Q2	$919K	Sell	2,295 -355	-13%	-$142K	0.48%	48
2021 Q1	$986K	Buy	2,650 +153	+6%	+$53K	0.54%	45
2020 Q4	$876K	Sell	2,497 -10	-0.4%	-$3.35K	0.53%	44
2020 Q3	$782K	Sell	2,507 -55	-2%	-$16.9K	0.58%	40
2020 Q2	$756K	Sell	2,562 -35	-1%	-$10K	0.57%	43
2020 Q1	$648K	Sell	2,597 -450	-15%	-$124K	0.53%	48
2019 Q4	$896K	Sell	3,047 -14	-0.5%	-$3.66K	0.43%	66
2019 Q3	$665K	Hold	3,061	–	–	0.28%	106
2019 Q2	$747K	Sell	3,061 -13	-0.4%	-$3.13K	0.3%	104
2019 Q1	$760K	Sell	3,074 -2	-0.1%	-$510	0.28%	100
2018 Q4	$766K	Buy	3,076 +2	+0.1%	+$528	0.29%	94
2018 Q3	$818K	Hold	3,074	–	–	0.25%	114
2018 Q2	$754K	Hold	3,074	–	–	0.22%	123
2018 Q1	$732K	Sell	3,074 -6	-0.2%	-$1.37K	0.21%	127
2017 Q4	$679K	Sell	3,080 -200	-6%	-$42.4K	0.19%	143
2017 Q3	$642K	Hold	3,280	–	–	0.17%	151
2017 Q2	$608K	Sell	3,280 -50	-2%	-$8.77K	0.16%	148
2017 Q1	$546K	Hold	3,330	–	–	0.14%	154
2016 Q4	$533K	Sell	3,330 -100	-3%	-$14.9K	0.13%	149
2016 Q3	$480K	Sell	3,430 -100	-3%	-$14K	0.12%	168
2016 Q2	$498K	Sell	3,530 -25	-0.7%	-$3.33K	0.13%	157
2016 Q1	$458K	Buy	3,555 +105	+3%	+$12.4K	0.11%	170
2015 Q4	$406K	Hold	3,450	–	–	0.09%	191
2015 Q3	$400K	Hold	3,450	–	–	0.08%	199
2015 Q2	$421K	Buy	+3,450	New	+$408K	0.08%	212

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perritt Capital Management's UNH Position: Q4 2025 in Review

Perritt Capital Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 935 shares — an estimated $323K sold.

Perritt Capital Management first reported a position in UNH in Q2 2015 and held it in 42 quarters. The position peaked at $1.15M in Q4 2021. 3,297 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Perritt Capital Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 935 UnitedHealth shares in Q4 2025, an estimated $323K.
Perritt Capital Management first reported a position in UnitedHealth in Q2 2015 and held it in 42 quarters.
Perritt Capital Management's UnitedHealth position peaked at $1.15M in Q4 2021.
3,297 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.