EAGLE ROCK INVESTMENT COMPANY, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1911407 ATLANTA, GA

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,178,749

+$1,457,596 QoQ

Shares Held

12,460

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#957

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $5,178,749 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	12,460	$5,178,749

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,178,749	12,460	-9.4%	Shares	Sole	2026-07-09
2026-03-31	$3,721,153	13,752	+11.9%	Shares	Sole	2026-04-09
2025-12-31	$4,057,712	12,292	-4.8%	Shares	Sole	2026-01-14
2025-09-30	$4,456,096	12,905	-27.5%	Shares	Sole	2025-11-07
2025-06-30	$5,556,809	17,812	+31.3%	Shares	Sole	2025-07-23
2025-03-31	$7,104,668	13,565	+0.9%	Shares	Sole	2025-04-11
2024-12-31	$6,801,287	13,445	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$7,852,252	13,430	+24.4%	Shares	Sole	2024-10-07
2024-06-30	$5,497,461	10,795	+12.2%	Shares	Sole	2024-07-12
2024-03-31	$4,757,529	9,617	+30.2%	Shares	Sole	2024-04-15
2023-12-31	$3,889,033	7,387	-14.0%	Shares	Sole	2024-01-12
2023-09-30	$4,330,992	8,590	+2.5%	Shares	Sole	2023-10-10
2023-06-30	$4,029,685	8,384	+12.9%	Shares	Sole	2023-07-19
2023-03-31	$3,508,508	7,424	+17.3%	Shares	Sole	2023-04-10
2022-12-31	$3,354,979	6,328	+0.6%	Shares	Sole	2023-01-25
2022-09-30	$3,177,711	6,292	-6.8%	Shares	Sole	2022-11-08
2022-06-30	$3,467,002	6,750	+19.3%	Shares	Sole	2022-08-12
2022-03-31	$2,884,390	5,656	+57.3%	Shares	Sole	2022-05-11
2021-12-31	$1,805,193	3,595	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.