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UNH icon

Callan Capital’s UnitedHealth UNH Stock Holding History

Callan Capital’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
Q1 		$834K Sell
1,592
-178
-10% -$91K 0.06% 135
2024
Q4 		$895K Sell
1,770
-542
-23% -$308K 0.07% 114
2024
Q3 		$1.35M Sell
2,312
-699
-23% -$395K 0.09% 96
2024
Q2 		$1.53M Buy
3,011
+1,990
+195% +$975K 0.13% 88
2024
Q1 		$505K Buy
1,021
+139
+16% +$70.7K 0.04% 142
2023
Q4 		$464K Buy
882
+49
+6% +$26.1K 0.04% 130
2023
Q3 		$420K Buy
833
+302
+57% +$149K 0.04% 130
2023
Q2 		$255K Buy
531
+5
+1% +$2.44K 0.03% 158
2023
Q1 		$249K Sell
526
-418
-44% -$202K 0.03% 156
2022
Q4 		$500K Buy
944
+224
+31% +$119K 0.06% 106
2022
Q3 		$364K Sell
720
-8
-1% -$4.21K 0.06% 96
2022
Q2 		$374K Buy
728
+8
+1% +$4.02K 0.06% 82
2022
Q1 		$367K Buy
720
+72
+11% +$34.7K 0.05% 93
2021
Q4 		$325K Buy
+648
New +$293K 0.05% 97

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Callan Capital's UNH Position: Q1 2025 in Review

Callan Capital reduced its UnitedHealth (UNH) stake by 10% in Q1 2025, selling an estimated $91K and leaving 1,592 shares worth $834K. The position accounts for 0.06% of the portfolio, ranked #135.

Callan Capital first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.53M in Q2 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Callan Capital held 1,592 shares of UnitedHealth worth $834K as of Q1 2025.
  • Callan Capital sold 178 UnitedHealth shares in Q1 2025, an estimated $91K.
  • UnitedHealth made up 0.06% of Callan Capital's portfolio in Q1 2025, its #135 holding.
  • Callan Capital first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
  • Callan Capital's UnitedHealth position peaked at $1.53M in Q2 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.