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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Castleview Partners's UNH Position: Q2 2026 in Review

Castleview Partners reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $401K and leaving 8,888 shares worth $3.69M. The position accounts for 1.62% of the portfolio, ranked #14.

Castleview Partners first reported a position in UNH in Q2 2021 and has held it in 19 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Castleview Partners held 8,888 shares of UnitedHealth worth $3.69M as of Q2 2026.
  • Castleview Partners sold 1,083 UnitedHealth shares in Q2 2026, an estimated $401K.
  • UnitedHealth made up 1.62% of Castleview Partners's portfolio in Q2 2026, its #14 holding.
  • Castleview Partners first reported a position in UnitedHealth in Q2 2021 and has held it in 19 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.