UnitedHealth shares owned by Castle Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.7k | 345.30 |
| 2025-06-30 | $1.2M | 4.0k | 311.95 |
| 2025-03-31 | $1.1M | 2.2k | 523.79 |
| 2024-12-31 | $1.1M | 2.1k | 505.89 |
| 2024-09-30 | $1.2M | 2.1k | 584.70 |
| 2024-06-30 | $1.1M | 2.1k | 509.28 |
| 2024-03-31 | $975k | 2.0k | 494.70 |
| 2023-12-31 | $921k | 1.7k | 526.47 |
| 2023-09-30 | $862k | 1.7k | 504.19 |
| 2023-06-30 | $687k | 1.4k | 480.64 |
| 2023-03-31 | $665k | 1.4k | 472.59 |
| 2022-12-31 | $593k | 1.1k | 530.18 |
| 2022-09-30 | $558k | 1.1k | 504.98 |
| 2022-06-30 | $259k | 504 | 512.82 |