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Eagle Rock Investment Company’s UnitedHealth UNH Stock Holding History

Eagle Rock Investment Company’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
2026
Q2 		$5.18M Sell
12,460
-1,292
-9% -$479K 0.64% 39
2026
Q1 		$3.72M Buy
13,752
+1,460
+12% +$435K 0.54% 48
2025
Q4 		$4.06M Sell
12,292
-613
-5% -$208K 0.57% 41
2025
Q3 		$4.46M Sell
12,905
-4,907
-28% -$1.48M 0.65% 42
2025
Q2 		$5.56M Buy
17,812
+4,247
+31% +$1.62M 0.88% 31
2025
Q1 		$7.1M Buy
13,565
+120
+0.9% +$61.3K 1.22% 21
2024
Q4 		$6.8M Buy
13,445
+15
+0.1% +$8.52K 1.13% 24
2024
Q3 		$7.85M Buy
13,430
+2,635
+24% +$1.49M 1.32% 20
2024
Q2 		$5.5M Buy
10,795
+1,178
+12% +$577K 0.99% 32
2024
Q1 		$4.76M Buy
9,617
+2,230
+30% +$1.13M 0.88% 37
2023
Q4 		$3.89M Sell
7,387
-1,203
-14% -$642K 0.8% 35
2023
Q3 		$4.33M Buy
8,590
+206
+2% +$101K 0.98% 30
2023
Q2 		$4.06M Buy
8,384
+960
+13% +$469K 0.87% 36
2023
Q1 		$3.51M Buy
7,424
+1,096
+17% +$529K 0.81% 37
2022
Q4 		$3.12M Buy
6,328
+36
+0.6% +$19.1K 0.72% 41
2022
Q3 		$3.18M Sell
6,292
-458
-7% -$241K 0.83% 40
2022
Q2 		$3.47M Buy
6,750
+1,094
+19% +$549K 0.85% 38
2022
Q1 		$2.88M Buy
5,656
+2,061
+57% +$994K 0.61% 44
2021
Q4 		$1.8M Buy
+3,595
New +$1.63M 0.35% 62

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Eagle Rock Investment Company's UNH Position: Q2 2026 in Review

Eagle Rock Investment Company reduced its UnitedHealth (UNH) stake by 9.4% in Q2 2026, selling an estimated $479K and leaving 12,460 shares worth $5.18M. The position accounts for 0.64% of the portfolio, ranked #39.

Eagle Rock Investment Company first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.85M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Eagle Rock Investment Company held 12,460 shares of UnitedHealth worth $5.18M as of Q2 2026.
  • Eagle Rock Investment Company sold 1,292 UnitedHealth shares in Q2 2026, an estimated $479K.
  • UnitedHealth made up 0.64% of Eagle Rock Investment Company's portfolio in Q2 2026, its #39 holding.
  • Eagle Rock Investment Company first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Eagle Rock Investment Company's UnitedHealth position peaked at $7.85M in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.