CCC
UNH icon

Compass Capital Corp’s UnitedHealth UNH Stock Holding History

Compass Capital Corp’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 		– Sell
-683
Closed -$251K – 218
2026
Q1 		$251K Buy
+683
New +$203K 0.09% 181
2025
Q2 		– Sell
-1,285
Closed -$597K – 203
2025
Q1 		$597K Buy
1,285
+235
+22% +$120K 0.31% 82
2024
Q4 		$535K Buy
+1,050
New +$597K 0.21% 106

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

Compass Capital Corp's UNH Position: Q2 2026 in Review

Compass Capital Corp sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 683 shares — an estimated $251K sold.

Compass Capital Corp first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $597K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Compass Capital Corp reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Compass Capital Corp sold 683 UnitedHealth shares in Q2 2026, an estimated $251K.
  • Compass Capital Corp first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Compass Capital Corp's UnitedHealth position peaked at $597K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Compass Capital Corp's 13F filing for Q2 2026, filed 13 Aug 2026.