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Blue Rock Wealth Management’s UnitedHealth UNH Stock Holding History

Blue Rock Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,167
Closed -$403K – 112
2025
Q3 		$403K Buy
1,167
+102
+10% +$30.8K 0.25% 63
2025
Q2 		$332K Buy
+1,065
New +$407K 0.23% 64

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blue Rock Wealth Management's UNH Position: Q4 2025 in Review

Blue Rock Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,167 shares — an estimated $403K sold.

Blue Rock Wealth Management first reported a position in UNH in Q2 2025 and held it in 2 quarters. The position peaked at $403K in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Blue Rock Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Blue Rock Wealth Management sold 1,167 UnitedHealth shares in Q4 2025, an estimated $403K.
  • Blue Rock Wealth Management first reported a position in UnitedHealth in Q2 2025 and held it in 2 quarters.
  • Blue Rock Wealth Management's UnitedHealth position peaked at $403K in Q3 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Blue Rock Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.