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Castleview Partners’s UnitedHealth UNH Stock Holding History

Castleview Partners’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
Q3 		$3.37M Buy
9,191
+303
+3% +$122K 1.48% 13
2026
Q2 		$3.69M Sell
8,888
-1,083
-11% -$401K 1.62% 14
2026
Q1 		$2.7M Buy
9,971
+970
+11% +$289K 1.38% 15
2025
Q4 		$2.97M Buy
9,001
+1,307
+17% +$443K 1.47% 14
2025
Q3 		$2.66M Buy
7,694
+5,855
+318% +$1.77M 1.44% 16
2025
Q2 		$574K Buy
1,839
+1,408
+327% +$538K 0.37% 64
2025
Q1 		$226K Sell
431
-364
-46% -$186K 0.15% 162
2024
Q4 		$401K Sell
795
-370
-32% -$210K 0.22% 112
2024
Q3 		$681K Sell
1,165
-3
-0.3% -$1.7K 0.39% 59
2024
Q2 		$595K Buy
1,168
+58
+5% +$28.4K 0.34% 66
2024
Q1 		$549K Buy
1,110
+47
+4% +$23.9K 0.31% 73
2023
Q4 		$559K Buy
1,063
+284
+36% +$151K 0.39% 55
2023
Q3 		$393K Buy
779
+8
+1% +$3.94K 0.36% 57
2023
Q2 		$371K Buy
771
+2
+0.3% +$978 0.33% 64
2023
Q1 		$363K Sell
769
-11
-1% -$5.31K 0.32% 76
2022
Q4 		$414K Buy
780
+37
+5% +$19.6K 0.4% 60
2022
Q3 		$375K Buy
743
+733
+7,330% +$385K 0.36% 62
2022
Q2 		$316 Sell
10
-917
-99% -$461K ﹤0.01% 733
2022
Q1 		$472K Buy
+927
New +$447K 0.29% 67
2021
Q2 		$717K Buy
+1,791
New +$714K 0.31% 61

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Castleview Partners's UNH Position: Q3 2026 in Review

Castleview Partners increased its UnitedHealth (UNH) stake by 3.4% in Q3 2026, buying an estimated $122K and bringing the position to 9,191 shares worth $3.37M. The position accounts for 1.48% of the portfolio, ranked #13.

Castleview Partners first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.69M in Q2 2026. 620 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Castleview Partners held 9,191 shares of UnitedHealth worth $3.37M as of Q3 2026.
  • Castleview Partners bought 303 UnitedHealth shares in Q3 2026, an estimated $122K.
  • UnitedHealth made up 1.48% of Castleview Partners's portfolio in Q3 2026, its #13 holding.
  • Castleview Partners first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's UnitedHealth position peaked at $3.69M in Q2 2026.
  • 620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.