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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
Q2 		$24.8M Buy
59,730
+351
+0.6% +$130K 0.49% 35
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Callan Family Office's UNH Position: Q2 2026 in Review

Callan Family Office increased its UnitedHealth (UNH) stake by 0.59% in Q2 2026, buying an estimated $130K and bringing the position to 59,730 shares worth $24.8M. The position accounts for 0.49% of the portfolio, ranked #35.

Callan Family Office first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Callan Family Office held 59,730 shares of UnitedHealth worth $24.8M as of Q2 2026.
  • Callan Family Office bought 351 UnitedHealth shares in Q2 2026, an estimated $130K.
  • UnitedHealth made up 0.49% of Callan Family Office's portfolio in Q2 2026, its #35 holding.
  • Callan Family Office first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.