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UnitedHealth shares owned by Eagle Rock Investment Company

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Eagle Rock Investment Company from 13F filings

Historical chart of Eagle Rock Investment Company investment in UnitedHealth

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All positions including UnitedHealth held by Eagle Rock Investment Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Eagle Rock Investment Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 13k 345.30
2025-06-30 $5.6M 18k 311.97
2025-03-31 $7.1M 14k 523.76
2024-12-31 $6.8M 13k 505.87
2024-09-30 $7.9M 13k 584.69
2024-06-30 $5.5M 11k 509.27
2024-03-31 $4.8M 9.6k 494.71
2023-12-31 $3.9M 7.4k 526.49
2023-09-30 $4.3M 8.6k 504.20
2023-06-30 $4.1M 8.4k 484.09
2023-03-31 $3.5M 7.4k 472.60
2022-12-31 $3.1M 6.3k 493.42
2022-09-30 $3.2M 6.3k 505.09
2022-06-30 $3.5M 6.8k 513.63
2022-03-31 $2.9M 5.7k 509.90
2021-12-31 $1.8M 3.6k 502.09