Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$35,048,830
+$13,357,796 QoQ
Shares Held
84,327
+5.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#68
of 1,367 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Perpetual Ltd holds $96,737,794 across 7 Healthcare Plans names. UNH ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUM |
Humana Inc
|
146,786 | $58,306,334 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
84,327 | $35,048,830 | |
| 3 | CVS |
CVS HEALTH Corp
|
9,357 | $967,981 | |
| 4 | CNC |
Centene Corp
|
10,981 | $704,870 | |
| 5 | CI |
Cigna Group
|
2,316 | $638,474 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,507 | $582,802 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
2,136 | $488,503 |
All Filings in UNH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,048,830 | 84,327 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,691,034 | 80,162 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,648,186 | 68,608 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,702,306 | 10,722 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,657,536 | 11,724 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $162,355,689 | 309,987 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $162,786,758 | 321,802 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $224,045,866 | 383,194 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $233,754,413 | 459,008 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $215,254,358 | 435,121 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $212,769,163 | 404,143 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $223,817,502 | 443,915 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $226,061,332 | 470,334 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $209,355,478 | 442,996 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $11,412,029 | 36,604 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $20,045,981 | 67,964 | Shares | Sole | 2020-12-08 | |
| 2020-03-31 | $6,008,312 | 24,093 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||