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Calamos Wealth Management’s UnitedHealth UNH Stock Holding History

Calamos Wealth Management’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
2026
Q2 		$16.8M Buy
40,455
+29,872
+282% +$11.1M 0.51% 45
2026
Q1 		$2.86M Sell
10,583
-1,231
-10% -$367K 0.1% 121
2025
Q4 		$3.9M Buy
11,814
+1,967
+20% +$667K 0.13% 92
2025
Q3 		$3.4M Buy
9,847
+723
+8% +$219K 0.12% 102
2025
Q2 		$2.85M Sell
9,124
-23,605
-72% -$9.02M 0.12% 102
2025
Q1 		$17.1M Sell
32,729
-7,442
-19% -$3.8M 0.85% 23
2024
Q4 		$20.3M Buy
40,171
+157
+0.4% +$89.2K 1.02% 20
2024
Q3 		$23.4M Sell
40,014
-3,839
-9% -$2.17M 1.2% 17
2024
Q2 		$22.3M Buy
43,853
+423
+1% +$207K 1.19% 16
2024
Q1 		$21.5M Buy
43,430
+3,422
+9% +$1.74M 1.21% 16
2023
Q4 		$21.1M Sell
40,008
-181
-0.5% -$96.5K 1.33% 14
2023
Q3 		$20.3M Buy
40,189
+557
+1% +$274K 1.54% 13
2023
Q2 		$19M Buy
39,632
+2,708
+7% +$1.32M 1.4% 14
2023
Q1 		$17.5M Sell
36,924
-6,850
-16% -$3.31M 1.37% 14
2022
Q4 		$23.2M Sell
43,774
-342
-0.8% -$181K 1.8% 11
2022
Q3 		$22.3M Buy
44,116
+388
+0.9% +$204K 1.91% 11
2022
Q2 		$22.5M Buy
43,728
+77
+0.2% +$38.7K 1.99% 9
2022
Q1 		$22.3M Buy
43,651
+1,373
+3% +$662K 1.66% 11
2021
Q4 		$21.2M Buy
42,278
+1,242
+3% +$562K 1.55% 11
2021
Q3 		$16M Buy
41,036
+601
+1% +$249K 1.3% 11
2021
Q2 		$16.2M Buy
40,435
+1,164
+3% +$464K 1.26% 14
2021
Q1 		$14.6M Buy
39,271
+1,207
+3% +$418K 1.2% 12
2020
Q4 		$13.3M Buy
38,064
+1,119
+3% +$375K 1.22% 14
2020
Q3 		$11.5M Sell
36,945
-5,331
-13% -$1.64M 1.32% 13
2020
Q2 		$12.5M Sell
42,276
-1,106
-3% -$317K 1.56% 11
2020
Q1 		$10.8M Buy
43,382
+972
+2% +$267K 1.65% 9
2019
Q4 		$12.5M Buy
42,410
+113
+0.3% +$29.6K 1.47% 11
2019
Q3 		$9.19M Sell
42,297
-4,158
-9% -$1M 1.23% 14
2019
Q2 		$11.3M Buy
46,455
+61
+0.1% +$14.7K 1.53% 10
2019
Q1 		$11.5M Buy
46,394
+819
+2% +$209K 1.64% 9
2018
Q4 		$11.4M Sell
45,575
-3,716
-8% -$982K 1.71% 10
2018
Q3 		$13.1M Sell
49,291
-2,915
-6% -$758K 1.63% 11
2018
Q2 		$12.8M Sell
52,206
-687
-1% -$165K 1.6% 13
2018
Q1 		$11.3M Buy
52,893
+1,642
+3% +$375K 1.42% 14
2017
Q4 		$11.3M Sell
51,251
-668
-1% -$142K 1.47% 13
2017
Q3 		$10.2M Buy
51,919
+142
+0.3% +$27.4K 1.41% 13
2017
Q2 		$9.6M Buy
51,777
+238
+0.5% +$41.7K 1.36% 14
2017
Q1 		$8.45M Sell
51,539
-3,401
-6% -$557K 1.26% 15
2016
Q4 		$8.79M Buy
54,940
+9,066
+20% +$1.35M 1.42% 13
2016
Q3 		$6.42M Buy
45,874
+3,532
+8% +$495K 1.1% 19
2016
Q2 		$5.98M Buy
+42,342
New +$5.65M 1.06% 21

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Calamos Wealth Management's UNH Position: Q2 2026 in Review

Calamos Wealth Management increased its UnitedHealth (UNH) stake by 282% in Q2 2026, buying an estimated $11.1M and bringing the position to 40,455 shares worth $16.8M. The position accounts for 0.51% of the portfolio, ranked #45.

Calamos Wealth Management first reported a position in UNH in Q2 2016 and has held it in 41 quarters since. The position peaked at $23.4M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Calamos Wealth Management held 40,455 shares of UnitedHealth worth $16.8M as of Q2 2026.
  • Calamos Wealth Management bought 29,872 UnitedHealth shares in Q2 2026, an estimated $11.1M.
  • UnitedHealth made up 0.51% of Calamos Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Calamos Wealth Management first reported a position in UnitedHealth in Q2 2016 and has held it in 41 quarters since.
  • Calamos Wealth Management's UnitedHealth position peaked at $23.4M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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