Calamos Advisors
UNH icon

Calamos Advisors’s UnitedHealth UNH Stock Holding History

Calamos Advisors’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
2025
Q3 		– Sell
-67,300
Closed -$35.2M – 1004
2025
Q2 		$35.2M Buy
+67,300
New +$25.7M 0.14% 170
2019
Q2 		– Sell
-81,500
Closed -$20.2M – 785
2019
Q1 		$20.2M Buy
+81,500
New +$20.8M 0.13% 218

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 $3.38T AUM 44.17% 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

Calamos Advisors's UNH Position: Q2 2026 in Review

Calamos Advisors increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $21.7M and bringing the position to 309,379 shares worth $129M. The position accounts for 0.43% of the portfolio, ranked #40.

Calamos Advisors first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $255M in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Calamos Advisors held 309,379 shares of UnitedHealth worth $129M as of Q2 2026.
  • Calamos Advisors bought 58,491 UnitedHealth shares in Q2 2026, an estimated $21.7M.
  • UnitedHealth made up 0.43% of Calamos Advisors's portfolio in Q2 2026, its #40 holding.
  • Calamos Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Calamos Advisors's UnitedHealth position peaked at $255M in Q1 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.