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CastleKnight Management’s UnitedHealth UNH Stock Holding History

CastleKnight 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
2025
Q4 		– Sell
-14,000
Closed -$4.83M – 487
2025
Q3 		$4.83M Sell
14,000
-16,000
-53% -$4.84M 0.1% 151
2025
Q2 		$9.36M Buy
+30,000
New +$11.5M 0.26% 65

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CastleKnight Management's UNH Position: Q4 2025 in Review

CastleKnight Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 4,200 shares — an estimated $1.45M sold.

CastleKnight Management first reported a position in UNH in Q2 2025 and held it in 2 quarters. The position peaked at $3.87M in Q2 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • CastleKnight Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • CastleKnight Management sold 4,200 UnitedHealth shares in Q4 2025, an estimated $1.45M.
  • CastleKnight Management first reported a position in UnitedHealth in Q2 2025 and held it in 2 quarters.
  • CastleKnight Management's UnitedHealth position peaked at $3.87M in Q2 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on CastleKnight Management's 13F filing for Q4 2025, filed 17 Feb 2026.