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Callahan Advisors’s UnitedHealth UNH Stock Holding History

Callahan 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
2026
Q1 		$10.4M Sell
38,432
-9,038
-19% -$2.69M 0.87% 33
2025
Q4 		$15.7M Sell
47,470
-2,202
-4% -$746K 1.29% 25
2025
Q3 		$17.2M Buy
49,672
+1,459
+3% +$441K 1.46% 21
2025
Q2 		$15M Buy
48,213
+1,355
+3% +$518K 1.35% 25
2025
Q1 		$24.5M Buy
46,858
+3,023
+7% +$1.55M 2.34% 10
2024
Q4 		$22.2M Buy
43,835
+266
+0.6% +$151K 2.09% 10
2024
Q3 		$25.5M Sell
43,569
-555
-1% -$314K 2.48% 8
2024
Q2 		$22.5M Sell
44,124
-28
-0.1% -$13.7K 2.34% 9
2024
Q1 		$21.8M Buy
44,152
+151
+0.3% +$76.8K 2.29% 9
2023
Q4 		$23.2M Sell
44,001
-306
-0.7% -$163K 2.69% 7
2023
Q3 		$22.3M Buy
44,307
+19
+0% +$9.35K 2.81% 6
2023
Q2 		$21.3M Buy
44,288
+799
+2% +$391K 2.59% 7
2023
Q1 		$20.6M Sell
43,489
-1,986
-4% -$958K 2.65% 5
2022
Q4 		$24.1M Sell
45,475
-2,264
-5% -$1.2M 3.3% 3
2022
Q3 		$24.1M Sell
47,739
-467
-1% -$246K 3.46% 3
2022
Q2 		$24.8M Sell
48,206
-976
-2% -$490K 3.3% 4
2022
Q1 		$25.1M Sell
49,182
-792
-2% -$382K 2.86% 4
2021
Q4 		$25.1M Buy
49,974
+267
+0.5% +$121K 2.82% 4
2021
Q3 		$19.4M Sell
49,707
-452
-0.9% -$187K 2.45% 6
2021
Q2 		$20.1M Sell
50,159
-346
-0.7% -$138K 2.55% 5
2021
Q1 		$18.8M Sell
50,505
-21
-0% -$7.28K 2.54% 7
2020
Q4 		$17.7M Sell
50,526
-1,310
-3% -$439K 2.59% 7
2020
Q3 		$16.2M Sell
51,836
-1,687
-3% -$518K 2.64% 8
2020
Q2 		$15.8M Buy
53,523
+275
+0.5% +$78.8K 2.8% 7
2020
Q1 		$13.3M Sell
53,248
-278
-0.5% -$76.5K 2.79% 6
2019
Q4 		$15.7M Buy
53,526
+1,098
+2% +$287K 2.52% 8
2019
Q3 		$11.4M Buy
52,428
+1,952
+4% +$471K 1.99% 17
2019
Q2 		$12.3M Buy
50,476
+80
+0.2% +$19.2K 2.21% 14
2019
Q1 		$12.5M Sell
50,396
-38
-0.1% -$9.69K 2.32% 8
2018
Q4 		$12.6M Sell
50,434
-1,033
-2% -$273K 2.68% 7
2018
Q3 		$13.7M Sell
51,467
-131
-0.3% -$34.1K 2.54% 6
2018
Q2 		$12.7M Sell
51,598
-1,807
-3% -$434K 2.5% 6
2018
Q1 		$11.4M Sell
53,405
-1,679
-3% -$383K 2.34% 8
2017
Q4 		$12.1M Sell
55,084
-1,772
-3% -$376K 2.41% 8
2017
Q3 		$11.1M Sell
56,856
-1,334
-2% -$258K 2.34% 8
2017
Q2 		$10.8M Sell
58,190
-1,086
-2% -$190K 2.35% 8
2017
Q1 		$9.72M Sell
59,276
-324
-0.5% -$53.1K 2.19% 12
2016
Q4 		$9.54M Sell
59,600
-1,192
-2% -$178K 2.3% 10
2016
Q3 		$8.51M Sell
60,792
-886
-1% -$124K 2.13% 17
2016
Q2 		$8.71M Sell
61,678
-1,376
-2% -$183K 2.29% 9
2016
Q1 		$8.13M Buy
63,054
+2,408
+4% +$285K 2.23% 12
2015
Q4 		$7.13M Buy
60,646
+957
+2% +$112K 2.03% 17
2015
Q3 		$6.92M Sell
59,689
-343
-0.6% -$41.1K 2.13% 15
2015
Q2 		$7.32M Buy
60,032
+1,526
+3% +$181K 2.11% 11
2015
Q1 		$6.92M Buy
58,506
+3,342
+6% +$371K 2.02% 11
2014
Q4 		$5.58M Buy
55,164
+1,375
+3% +$130K 1.64% 21
2014
Q3 		$4.64M Buy
53,789
+1,696
+3% +$143K 1.44% 29
2014
Q2 		$4.26M Buy
52,093
+4,825
+10% +$380K 1.35% 30
2014
Q1 		$3.88M Buy
47,268
+1,625
+4% +$122K 1.32% 37
2013
Q4 		$3.44M Buy
45,643
+5,766
+14% +$414K 1.2% 40
2013
Q3 		$2.86M Buy
39,877
+5,205
+15% +$373K 1.09% 48
2013
Q2 		$2.27M Buy
+34,672
New +$2.16M 0.93% 51

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Callahan Advisors's UNH Position: Q1 2026 in Review

Callahan Advisors reduced its UnitedHealth (UNH) stake by 19% in Q1 2026, selling an estimated $2.69M and leaving 38,432 shares worth $10.4M. The position accounts for 0.87% of the portfolio, ranked #33.

Callahan Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Callahan Advisors held 38,432 shares of UnitedHealth worth $10.4M as of Q1 2026.
  • Callahan Advisors sold 9,038 UnitedHealth shares in Q1 2026, an estimated $2.69M.
  • UnitedHealth made up 0.87% of Callahan Advisors's portfolio in Q1 2026, its #33 holding.
  • Callahan Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Callahan Advisors's UnitedHealth position peaked at $25.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.