SEC 13F Intelligence

Castleview Partners, LLC / UNH

Castleview Partners, LLC’s Unitedhealth Group Inc Position

Does Castleview Partners, LLC own Unitedhealth Group Inc (UNH)? Yes10.0K shares worth $3M (+1.38% of its 13F portfolio) as of Q1 2026, up from 9.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.0K
% of Portfolio
+1.38%
Quarters Held
19
currently held

Position History UNH

Reported value by quarter
Q2 ’21: $717,000Q2 ’21Q4 ’21: $2MQ1 ’22: $472,000Q2 ’22: $316,000Q2 ’22Q3 ’22: $375,000Q4 ’22: $413,540Q1 ’23: $363,422Q1 ’23Q2 ’23: $370,573Q3 ’23: $392,766Q4 ’23: $559,471Q4 ’23Q1 ’24: $549,010Q2 ’24: $594,816Q3 ’24: $681,276Q3 ’24Q4 ’24: $401,084Q1 ’25: $225,736Q2 ’25: $573,713Q2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.0K$3M+1.38%
Q4 20259.0K$3M+1.47%
Q3 20257.7K$3M+1.44%
Q2 20251.8K$573,713+0.37%
Q1 2025431$225,736+0.15%
Q4 2024795$401,084+0.22%
Q3 20241.2K$681,276+0.39%
Q2 20241.2K$594,816+0.34%
Q1 20241.1K$549,010+0.31%
Q4 20231.1K$559,471+0.39%
Q3 2023779$392,766+0.36%
Q2 2023771$370,573+0.33%
Q1 2023769$363,422+0.32%
Q4 2022780$413,540+0.40%
Q3 2022743$375,000+0.36%
Q2 202210$316,0000.00%
Q1 2022927$472,000+0.29%
Q4 2021929.1K$2M+0.01%
Q2 20211.8K$717,000+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Castleview Partners, LLC’s full portfolio or all institutional holders of UNH.