Castle Wealth Management LLC
- SEC CIK
- 0001936420
- Latest filing
- Jul 31, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Castle Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,721
- Value
- $1.13M
- % of portfolio
- 0.3%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,721 | $1.13M | 0.3% | −139−4.9% | Reduced | Holders |
| Q1 2026 | 2,860 | $773.8K | 0.3% | +230+8.7% | Added | Holders |
| Q4 2025 | 2,630 | $868.1K | 0.3% | −1,054−28.6% | Reduced | Holders |
| Q3 2025 | 3,684 | $1.27M | 0.4% | −321−8.0% | Reduced | Holders |
| Q2 2025 | 4,005 | $1.25M | 0.5% | +1,842+85.2% | Added | Holders |
| Q1 2025 | 2,163 | $1.13M | 0.4% | +72+3.4% | Added | Holders |
| Q4 2024 | 2,091 | $1.06M | 0.4% | −13−0.6% | Reduced | Holders |
| Q3 2024 | 2,104 | $1.23M | 0.5% | +41+2.0% | Added | Holders |
| Q2 2024 | 2,063 | $1.05M | 0.5% | +93+4.7% | Added | Holders |
| Q1 2024 | 1,970 | $974.6K | 0.5% | +221+12.6% | Added | Holders |
| Q4 2023 | 1,749 | $920.8K | 0.6% | +39+2.3% | Added | Holders |
| Q3 2023 | 1,710 | $862.2K | 0.6% | +281+19.7% | Added | Holders |
| Q2 2023 | 1,429 | $686.8K | 0.5% | +23+1.6% | Added | Holders |
| Q1 2023 | 1,406 | $664.5K | 0.5% | +288+25.8% | Added | Holders |
| Q4 2022 | 1,118 | $592.7K | 0.4% | +13+1.2% | Added | Holders |
| Q3 2022 | 1,105 | $558.0K | 0.3% | +601+119.2% | Added | Holders |
| Q2 2022 | 504 | $259.0K | 0.2% | – | No prior filing | Holders |