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Castle Wealth Management’s UnitedHealth UNH Stock Holding History

Castle Wealth Management’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 		$1.13M Sell
2,721
-139
-5% -$51.5K 0.34% 59
2026
Q1 		$774K Buy
2,860
+230
+9% +$68.5K 0.25% 70
2025
Q4 		$868K Sell
2,630
-1,054
-29% -$357K 0.29% 66
2025
Q3 		$1.27M Sell
3,684
-321
-8% -$97.1K 0.43% 56
2025
Q2 		$1.25M Buy
4,005
+1,842
+85% +$704K 0.45% 52
2025
Q1 		$1.13M Buy
2,163
+72
+3% +$36.8K 0.44% 53
2024
Q4 		$1.06M Sell
2,091
-13
-0.6% -$7.39K 0.42% 55
2024
Q3 		$1.23M Buy
2,104
+41
+2% +$23.2K 0.49% 48
2024
Q2 		$1.05M Buy
2,063
+93
+5% +$45.6K 0.5% 50
2024
Q1 		$975K Buy
1,970
+221
+13% +$112K 0.51% 54
2023
Q4 		$921K Buy
1,749
+39
+2% +$20.8K 0.55% 48
2023
Q3 		$862K Buy
1,710
+281
+20% +$138K 0.61% 42
2023
Q2 		$687K Buy
1,429
+23
+2% +$11.2K 0.48% 48
2023
Q1 		$664K Buy
1,406
+288
+26% +$139K 0.51% 47
2022
Q4 		$593K Buy
1,118
+13
+1% +$6.89K 0.37% 54
2022
Q3 		$558K Buy
1,105
+601
+119% +$316K 0.34% 51
2022
Q2 		$259K Buy
+504
New +$253K 0.15% 94

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Castle Wealth Management's UNH Position: Q2 2026 in Review

Castle Wealth Management reduced its UnitedHealth (UNH) stake by 4.9% in Q2 2026, selling an estimated $51.5K and leaving 2,721 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #59.

Castle Wealth Management first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q3 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Castle Wealth Management held 2,721 shares of UnitedHealth worth $1.13M as of Q2 2026.
  • Castle Wealth Management sold 139 UnitedHealth shares in Q2 2026, an estimated $51.5K.
  • UnitedHealth made up 0.34% of Castle Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Castle Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's UnitedHealth position peaked at $1.27M in Q3 2025.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.