Callan Family Office, LLC

Family Office

Position in UNH — Unitedhealth Group Inc

CIK 1938970 RADNOR, PA

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$24,825,579

+$8,758,216 QoQ

Shares Held

59,730

+0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#502

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Callan Family Office, LLC holds $54,501,332 across 6 Healthcare Plans names. UNH ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	59,730	$24,825,579
2	CVS	CVS HEALTH Corp	164,995	$17,068,732
3	CI	Cigna Group	33,797	$9,317,156
4	ELV	Elevance Health, Inc.	4,118	$1,592,554
5	CNC	Centene Corp	18,057	$1,159,078
6	HUM	Humana Inc	1,355	$538,233

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,825,579	59,730	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$16,067,363	59,379	-2.7%	Shares	Sole	2026-05-13
2025-12-31	$20,144,302	61,023	+21.5%	Shares	Sole	2026-02-12
2025-09-30	$17,342,347	50,224	-7.4%	Shares	Sole	2025-11-04
2025-06-30	$16,911,581	54,209	+144.7%	Shares	Sole	2025-07-24
2025-03-31	$11,600,538	22,149	-29.4%	Shares	Sole	2025-05-13
2024-12-31	$15,864,275	31,361	+822.9%	Shares	Sole	2025-02-07
2024-09-30	$1,986,742	3,398	+39.5%	Shares	Sole	2024-10-08
2024-06-30	$1,240,048	2,435	+48.1%	Shares	Sole	2024-07-26
2024-03-31	$813,286	1,644	+81.3%	Shares	Sole	2024-05-09
2023-12-31	$477,508	907	+28.1%	Shares	Sole	2024-02-14
2023-09-30	$356,966	708	-60.8%	Shares	Sole	2023-11-14
2023-06-30	$868,035	1,806	-58.4%	Shares	Sole	2023-08-14
2023-03-31	$2,053,403	4,345	+125.5%	Shares	Sole	2023-05-12
2022-12-31	$1,021,656	1,927	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.