Castleview Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1737088 DALLAS, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,694,119

+$996,067 QoQ

Shares Held

8,888

-10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.21%

of 13F equity value

Holder Rank

#1,109

of 3,353 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Castleview Partners, LLC holds $5,512,910 across 2 Healthcare Plans names. UNH ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	8,888	$3,694,119
2	ELV	Elevance Health, Inc.	4,703	$1,818,791

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,694,119	8,888	-10.9%	Shares	Sole	2026-07-20
2026-03-31	$2,698,052	9,971	+10.8%	Shares	Sole	2026-05-01
2025-12-31	$2,971,320	9,001	+17.0%	Shares	Sole	2026-01-12
2025-09-30	$2,656,738	7,694	+318.4%	Shares	Sole	2025-10-10
2025-06-30	$573,712	1,839	+326.7%	Shares	Sole	2025-07-16
2025-03-31	$225,736	431	-45.8%	Shares	Sole	2025-04-22
2024-12-31	$402,158	795	-31.8%	Shares	Sole	2025-01-21
2024-09-30	$681,152	1,165	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$594,815	1,168	+5.2%	Shares	Sole	2024-07-31
2024-03-31	$549,117	1,110	+4.4%	Shares	Sole	2024-05-10
2023-12-31	$559,637	1,063	+36.5%	Shares	Sole	2024-02-05
2023-09-30	$392,764	779	+1.0%	Shares	Sole	2023-10-26
2023-06-30	$370,573	771	+0.3%	Shares	Sole	2023-08-15
2023-03-31	$363,421	769	-1.4%	Shares	Sole	2023-05-16
2022-12-31	$413,540	780	+5.0%	Shares	Sole	2023-02-01
2022-09-30	$375,244	743	+7330.0%	Shares	Sole	2022-11-10
2022-06-30	$5,136	10	-98.9%	Shares	Sole	2022-08-17
2022-03-31	$472,742	927	-99.9%	Shares	Sole	2022-05-16
2021-12-31	$1,850,000	929,089	+51775.4%	Shares	Sole	2022-02-17
2021-06-30	$717,188	1,791	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.