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UnitedHealth shares owned by Blue Rock Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Blue Rock Wealth Management from 13F filings

Historical chart of Blue Rock Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Blue Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Blue Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 1.2k 345.30
2025-06-30 $332k 1.1k 311.97

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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Palantir Technologies Cl A (PLTR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Natixis Etf Tr Gateway Quality (GQI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Blue Rock Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth