CFS
UNH icon

Compass Financial Services’s UnitedHealth UNH Stock Holding History

Compass Financial Services’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
Q1 		– Sell
-31
Closed -$10.2K – 256
2025
Q4 		$10.2K Hold
31
– – ﹤0.01% 192
2025
Q3 		$10.7K Hold
31
– – ﹤0.01% 199
2025
Q2 		$9.67K Hold
31
– – ﹤0.01% 195
2025
Q1 		$16.2K Hold
31
– – 0.01% 149
2024
Q4 		$15.7K Buy
+31
New +$17.6K 0.01% 120

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Compass Financial Services's UNH Position: Q1 2026 in Review

Compass Financial Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 31 shares — an estimated $10.2K sold.

Compass Financial Services first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $16.2K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Compass Financial Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 31 UnitedHealth shares in Q1 2026, an estimated $10.2K.
  • Compass Financial Services first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's UnitedHealth position peaked at $16.2K in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.