Perennial Investment Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1801523 Los Angeles, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,126,357

+$442,847 QoQ

Shares Held

2,710

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,731

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $2,310,480 across 4 Healthcare Plans names. UNH ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,710	$1,126,357
2	ELV	Elevance Health, Inc.	1,491	$576,614
3	CVS	CVS HEALTH Corp	3,173	$328,246
4	CI	Cigna Group	1,013	$279,263

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,126,357	2,710	+7.3%	Shares	Sole	2026-08-14
2026-03-31	$683,510	2,526	-39.6%	Shares	Sole	2026-05-15
2025-12-31	$1,379,859	4,180	-8.1%	Shares	Sole	2026-02-17
2025-09-30	$1,571,115	4,550	+73.3%	Shares	Sole	2025-11-12
2025-06-30	$818,921	2,625	-4.9%	Shares	Sole	2025-08-11
2025-03-31	$1,445,026	2,759	+1.1%	Shares	Sole	2025-05-15
2024-12-31	$1,380,491	2,729	-2.3%	Shares	Sole	2025-02-13
2024-09-30	$1,632,426	2,792	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$1,398,937	2,747	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$1,353,993	2,737	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$1,407,780	2,674	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$1,349,716	2,677	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$1,292,921	2,690	+0.6%	Shares	Sole	2023-08-14
2023-03-31	$1,264,178	2,675	+16.1%	Shares	Sole	2023-05-12
2022-12-31	$1,222,064	2,305	-3.7%	Shares	Sole	2023-02-10
2022-09-30	$1,209,065	2,394	+15.3%	Shares	Sole	2022-11-09
2022-06-30	$1,066,809	2,077	-2.1%	Shares	Sole	2022-08-10
2022-03-31	$1,082,156	2,122	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$1,063,030	2,117	+3.5%	Shares	Sole	2022-02-14
2021-09-30	$799,063	2,045	+24.4%	Shares	Sole	2021-11-12
2021-06-30	$658,323	1,644	+33.7%	Shares	Sole	2021-07-29
2021-03-31	$457,646	1,230	-2.2%	Shares	Sole	2021-04-29
2020-12-31	$441,155	1,258	+0.1%	Shares	Sole	2021-01-22
2020-09-30	$391,894	1,257	-1.3%	Shares	Sole	2020-10-26
2020-06-30	$375,471	1,273	+5.5%	Shares	Sole	2020-07-16
2020-03-31	$301,001	1,207	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.