UnitedHealth shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.6k | 345.30 |
| 2025-06-30 | $819k | 2.6k | 311.92 |
| 2025-03-31 | $1.4M | 2.8k | 523.64 |
| 2024-12-31 | $1.4M | 2.7k | 505.96 |
| 2024-09-30 | $1.6M | 2.8k | 585.18 |
| 2024-06-30 | $1.4M | 2.7k | 509.48 |
| 2024-03-31 | $1.4M | 2.7k | 494.85 |
| 2023-09-30 | $1.3M | 2.7k | 504.20 |
| 2023-06-30 | $1.3M | 2.7k | 480.83 |
| 2023-03-31 | $1.3M | 2.7k | 472.61 |
| 2022-12-31 | $1.2M | 2.3k | 530.25 |
| 2022-09-30 | $1.2M | 2.4k | 505.01 |
| 2022-06-30 | $1.1M | 2.1k | 513.72 |
| 2022-03-31 | $1.1M | 2.1k | 508.48 |
| 2021-12-31 | $1.1M | 2.1k | 504.02 |
| 2021-09-30 | $801k | 2.0k | 391.69 |
| 2021-06-30 | $658k | 1.6k | 400.24 |
| 2021-03-31 | $458k | 1.2k | 372.36 |
| 2020-12-31 | $441k | 1.3k | 350.56 |
| 2020-09-30 | $394k | 1.3k | 313.44 |
| 2020-06-30 | $375k | 1.3k | 294.58 |
| 2020-03-31 | $300k | 1.2k | 248.55 |
| 2019-12-31 | $349k | 1.2k | 294.02 |
More positions owned by Perennial Investment Advisors
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