Compass Financial Management’s UnitedHealth UNH Stock Holding History

Compass Financial Management’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	$2.63M	Buy	+6,452	New	+$2.39M	0.32%	85

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's UNH Position: Q2 2026 in Review

Compass Financial Management opened a new position in UnitedHealth (UNH) in Q2 2026: 6,452 shares worth $2.63M. The stake represents 0.32% of the portfolio and ranks #85 among its holdings.

3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Compass Financial Management held 6,452 shares of UnitedHealth worth $2.63M as of Q2 2026.
UnitedHealth was a new Compass Financial Management position in Q2 2026.
UnitedHealth made up 0.32% of Compass Financial Management's portfolio in Q2 2026, its #85 holding.
3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.