CFO
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Callan Family Office’s UnitedHealth UNH Stock Holding History

Callan Family Office’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 		$16.1M Sell
59,379
-1,644
-3% -$490K 0.36% 50
2025
Q4 		$20.1M Buy
61,023
+10,799
+22% +$3.66M 0.43% 40
2025
Q3 		$17.3M Sell
50,224
-3,985
-7% -$1.21M 0.55% 29
2025
Q2 		$16.9M Buy
54,209
+32,060
+145% +$12.3M 0.53% 31
2025
Q1 		$11.6M Sell
22,149
-9,212
-29% -$4.71M 0.87% 21
2024
Q4 		$15.9M Buy
31,361
+27,963
+823% +$15.9M 1.01% 18
2024
Q3 		$1.99M Buy
3,398
+963
+40% +$545K 0.33% 43
2024
Q2 		$1.24M Buy
2,435
+791
+48% +$388K 0.24% 50
2024
Q1 		$813K Buy
1,644
+737
+81% +$375K 0.19% 47
2023
Q4 		$478K Buy
907
+199
+28% +$106K 0.12% 59
2023
Q3 		$357K Sell
708
-1,098
-61% -$540K 0.1% 63
2023
Q2 		$868K Sell
1,806
-2,539
-58% -$1.24M 0.23% 48
2023
Q1 		$2.05M Buy
4,345
+2,418
+125% +$1.17M 0.5% 32
2022
Q4 		$1.02M Buy
+1,927
New +$1.02M 0.33% 36

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

Callan Family Office's UNH Position: Q1 2026 in Review

Callan Family Office reduced its UnitedHealth (UNH) stake by 2.7% in Q1 2026, selling an estimated $490K and leaving 59,379 shares worth $16.1M. The position accounts for 0.36% of the portfolio, ranked #50.

Callan Family Office first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.1M in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Callan Family Office held 59,379 shares of UnitedHealth worth $16.1M as of Q1 2026.
  • Callan Family Office sold 1,644 UnitedHealth shares in Q1 2026, an estimated $490K.
  • UnitedHealth made up 0.36% of Callan Family Office's portfolio in Q1 2026, its #50 holding.
  • Callan Family Office first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's UnitedHealth position peaked at $20.1M in Q4 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.