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UnitedHealth shares owned by Permanent Capital Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Permanent Capital Management from 13F filings

Historical chart of Permanent Capital Management investment in UnitedHealth

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All positions including UnitedHealth held by Permanent Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Permanent Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 989 330.11
2025-09-30 $252k 731 345.30
2025-03-31 $755k 1.4k 523.75
2024-12-31 $729k 1.4k 505.86
2024-06-30 $228k 731 311.97

More positions owned by Permanent Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds Small Cp Etf (VB)
Aurora Innovation Class A Com (AUR)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Permanent Capital Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox
Northern Trust

View all funds holding UnitedHealth