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Disclosery

Perpetual Ltd: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perpetual Ltd on UNH, newest first. How the timeline and the estimate are built.

Perpetual Ltd held 84,327 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,327 shares
    Change vs previous 13F +4,165 shares

    0.5% of the 13F portfolio, value $35,048,831.

    13F-HR 0001104659-26-083835 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,162 shares
    Change vs previous 13F +11,554 shares

    0.33% of the 13F portfolio, value $21,691,036.

    13F-HR 0001104659-26-042917 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,608 shares
    Change vs previous 13F +57,886 shares

    0.33% of the 13F portfolio, value $22,648,187.

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,722 shares
    Change vs previous 13F -1,002 shares

    0.05% of the 13F portfolio, value $3,702,307.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,724 shares
    Change vs previous 13F -298,263 shares

    0.04% of the 13F portfolio, value $3,657,536.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 309,987 shares
    Change vs previous 13F -11,815 shares

    1.96% of the 13F portfolio, value $162,355,692.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 321,802 shares
    Change vs previous 13F -61,392 shares

    1.91% of the 13F portfolio, value $162,786,760.

    13F-HR 0001104659-25-004279 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 383,194 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $224,045,868.

    13F-HR 0001104659-24-107159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).