CP
UNH icon

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
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 Sell
927
-928,162
-100% -$448M 0.29% 67
2021
Q4 		$1.85K Buy
+929,089
New +$421M 0.01% 292
2021
Q2 		$717K Buy
+1,791
New +$714K 0.31% 61

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Castleview Partners's UNH Position: Q1 2026 in Review

Castleview Partners increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $289K and bringing the position to 9,971 shares worth $2.7M. The position accounts for 1.38% of the portfolio, ranked #15.

Castleview Partners first reported a position in UNH in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.97M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Castleview Partners held 9,971 shares of UnitedHealth worth $2.7M as of Q1 2026.
  • Castleview Partners bought 970 UnitedHealth shares in Q1 2026, an estimated $289K.
  • UnitedHealth made up 1.38% of Castleview Partners's portfolio in Q1 2026, its #15 holding.
  • Castleview Partners first reported a position in UnitedHealth in Q2 2021 and has held it in 19 quarters since.
  • Castleview Partners's UnitedHealth position peaked at $2.97M in Q4 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.