WHALEROCK POINT PARTNERS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1389709 West Palm Beach, FL

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,826,705

+$1,256,642 QoQ

Shares Held

9,207

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,091

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $4,663,982 across 3 Healthcare Plans names. UNH ranks #1 (82.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	9,207	$3,826,705
2	CVS	CVS HEALTH Corp	6,030	$623,803
3	ELV	Elevance Health, Inc.	552	$213,474

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,826,705	9,207	-3.1%	Shares	Sole	2026-08-13
2026-03-31	$2,570,063	9,498	-10.5%	Shares	Sole	2026-05-15
2025-12-31	$3,503,457	10,613	-2.9%	Shares	Sole	2026-02-13
2025-09-30	$3,775,164	10,933	-18.0%	Shares	Sole	2025-11-12
2025-06-30	$4,161,367	13,339	-1.7%	Shares	Sole	2025-08-13
2025-03-31	$7,108,335	13,572	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$6,688,480	13,222	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$7,609,025	13,014	+4.6%	Shares	Sole	2024-11-13
2024-06-30	$6,336,212	12,442	+2.9%	Shares	Sole	2024-08-13
2024-03-31	$5,980,923	12,090	+4.9%	Shares	Sole	2024-05-15
2023-12-31	$6,070,199	11,530	-1.9%	Shares	Sole	2024-02-14
2023-09-30	$5,928,770	11,759	+3.3%	Shares	Sole	2023-11-14
2023-06-30	$5,469,683	11,380	+8.0%	Shares	Sole	2023-08-14
2023-03-31	$4,978,263	10,534	+6.4%	Shares	Sole	2023-05-10
2022-12-31	$5,250,902	9,904	-1.6%	Shares	Sole	2023-02-14
2022-09-30	$5,083,227	10,065	+3.9%	Shares	Sole	2022-11-16
2022-06-30	$4,977,074	9,690	+2.9%	Shares	Sole	2022-08-12
2022-03-31	$4,803,917	9,420	+2.2%	Shares	Sole	2022-05-16
2021-12-31	$4,629,730	9,220	+0.4%	Shares	Sole	2022-02-15
2021-09-30	$3,586,993	9,180	+1.5%	Shares	Sole	2021-11-12
2021-06-30	$3,619,977	9,040	+0.0%	Shares	Sole	2021-08-10
2021-03-31	$3,363,140	9,039	-4.7%	Shares	Sole	2021-05-13
2020-12-31	$3,327,602	9,489	+218.3%	Shares	Sole	2021-02-12
2020-09-30	$929,386	2,981	-69.0%	Shares	Sole	2020-11-13
2020-06-30	$2,835,059	9,612	+4.1%	Shares	Sole	2020-08-11
2020-03-31	$2,301,777	9,230	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.