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UnitedHealth shares owned by Callan Family Office

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Callan Family Office from 13F filings

Historical chart of Callan Family Office investment in UnitedHealth

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All positions including UnitedHealth held by Callan Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 1.6k 494.70
2023-09-30 $357k 708 504.19
2023-06-30 $868k 1.8k 480.64
2023-03-31 $2.1M 4.3k 472.59
2022-12-31 $1.0M 1.9k 530.18

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Callan Family Office

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth