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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Calamos Advisors's UNH Position: Q1 2026 in Review

Calamos Advisors increased its UnitedHealth (UNH) stake by 4.6% in Q1 2026, buying an estimated $3.3M and bringing the position to 250,888 shares worth $67.9M. The position accounts for 0.24% of the portfolio, ranked #92.

Calamos Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $255M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Calamos Advisors held 250,888 shares of UnitedHealth worth $67.9M as of Q1 2026.
Calamos Advisors bought 11,085 UnitedHealth shares in Q1 2026, an estimated $3.3M.
UnitedHealth made up 0.24% of Calamos Advisors's portfolio in Q1 2026, its #92 holding.
Calamos Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Calamos Advisors's UnitedHealth position peaked at $255M in Q1 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.