Callahan Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1395055 Houston, TX

Position in UNH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$15,601,918

+$5,202,604 QoQ

Shares Held

37,538

-2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#605

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Healthcare · as of Jun 30, 2026

Callahan Advisors, LLC holds $27,020,108 across 2 Healthcare Plans names. UNH ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	37,538	$15,601,918
2	CVS	CVS HEALTH Corp	110,374	$11,418,190

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,601,918	37,538	-2.3%	Shares	Sole	2026-08-03
2026-03-31	$10,399,314	38,432	-19.0%	Shares	Sole	2026-05-12
2025-12-31	$15,670,321	47,470	-4.4%	Shares	Sole	2026-02-06
2025-09-30	$17,151,741	49,672	+3.0%	Shares	Sole	2025-10-31
2025-06-30	$15,041,009	48,213	+2.9%	Shares	Sole	2025-07-28
2025-03-31	$24,541,877	46,858	+6.9%	Shares	Sole	2025-05-01
2024-12-31	$22,174,373	43,835	+0.6%	Shares	Sole	2025-01-31
2024-09-30	$25,473,922	43,569	-1.3%	Shares	Sole	2024-10-30
2024-06-30	$22,470,588	44,124	-0.1%	Shares	Sole	2024-07-29
2024-03-31	$21,841,994	44,152	+0.3%	Shares	Sole	2024-04-24
2023-12-31	$23,165,206	44,001	-0.7%	Shares	Sole	2024-01-24
2023-09-30	$22,339,146	44,307	+0.0%	Shares	Sole	2023-10-23
2023-06-30	$21,286,584	44,288	+1.8%	Shares	Sole	2023-07-31
2023-03-31	$20,552,466	43,489	-4.4%	Shares	Sole	2023-04-28
2022-12-31	$24,109,935	45,475	-4.7%	Shares	Sole	2023-02-03
2022-09-30	$24,110,104	47,739	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$24,760,047	48,206	-2.0%	Shares	Sole	2022-07-29
2022-03-31	$25,081,344	49,182	-1.6%	Shares	Sole	2022-04-27
2021-12-31	$25,093,944	49,974	+0.5%	Shares	Sole	2022-02-08
2021-09-30	$19,422,513	49,707	-0.9%	Shares	Sole	2021-11-03
2021-06-30	$20,085,669	50,159	-0.7%	Shares	Sole	2021-08-11
2021-03-31	$18,791,395	50,505	-0.0%	Shares	Sole	2021-04-21
2020-12-31	$17,718,457	50,526	-2.5%	Shares	Sole	2021-01-20
2020-09-30	$16,160,909	51,836	-3.2%	Shares	Sole	2020-10-26
2020-06-30	$15,786,608	53,523	+0.5%	Shares	Sole	2020-07-17
2020-03-31	$13,278,986	53,248	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.