Bright Rock Capital Management’s UnitedHealth UNH Stock Holding History

Bright Rock Capital 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 Q3	–	Sell	-30,000	Closed	-$9.36M	–	75
2025 Q2	$9.36M	Hold	30,000	–	–	1.89%	20
2025 Q1	$15.7M	Hold	30,000	–	–	3.31%	4
2024 Q4	$15.2M	Hold	30,000	–	–	3.24%	5
2024 Q3	$17.5M	Hold	30,000	–	–	3.53%	4
2024 Q2	$15.3M	Buy	30,000 +5,000	+20%	+$2.45M	3.22%	5
2024 Q1	$12.4M	Hold	25,000	–	–	2.56%	11
2023 Q4	$13.2M	Hold	25,000	–	–	2.98%	7
2023 Q3	$12.6M	Hold	25,000	–	–	3.08%	7
2023 Q2	$12M	Hold	25,000	–	–	2.8%	10
2023 Q1	$11.8M	Hold	25,000	–	–	2.95%	9
2022 Q4	$13.3M	Hold	25,000	–	–	3.44%	5
2022 Q3	$12.6M	Hold	25,000	–	–	3.54%	2
2022 Q2	$12.8M	Sell	25,000 -2,938	-11%	-$1.48M	3.47%	3
2022 Q1	$14.2M	Hold	27,938	–	–	3.36%	3
2021 Q4	$14M	Buy	27,938 +3,000	+12%	+$1.36M	3.18%	5
2021 Q3	$9.74M	Hold	24,938	–	–	2.44%	12
2021 Q2	$9.99M	Hold	24,938	–	–	2.4%	10
2021 Q1	$9.28M	Buy	+24,938	New	+$8.64M	2.37%	11

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Rock Capital Management's UNH Position: Q3 2025 in Review

Bright Rock Capital Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 30,000 shares — an estimated $9.36M sold.

Bright Rock Capital Management first reported a position in UNH in Q1 2021 and held it in 18 quarters. The position peaked at $17.5M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Bright Rock Capital Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Bright Rock Capital Management sold 30,000 UnitedHealth shares in Q3 2025, an estimated $9.36M.
Bright Rock Capital Management first reported a position in UnitedHealth in Q1 2021 and held it in 18 quarters.
Bright Rock Capital Management's UnitedHealth position peaked at $17.5M in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Bright Rock Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.