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Compass Ion Advisors’s UnitedHealth UNH Stock Holding History

Compass Ion Advisors’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 		$380K Sell
914
-22
-2% -$8.15K 0.03% 217
2026
Q1 		$253K Sell
936
-71
-7% -$21.1K 0.02% 244
2025
Q4 		$332K Sell
1,007
-135
-12% -$45.8K 0.03% 208
2025
Q3 		$394K Buy
1,142
+21
+2% +$6.35K 0.04% 198
2025
Q2 		$350K Buy
1,121
+417
+59% +$159K 0.04% 199
2025
Q1 		$369K Buy
704
+98
+16% +$50.1K 0.04% 191
2024
Q4 		$307K Buy
606
+5
+0.8% +$2.84K 0.04% 205
2024
Q3 		$351K Buy
601
+32
+6% +$18.1K 0.04% 198
2024
Q2 		$282K Hold
569
– – 0.04% 193
2024
Q1 		$282K Sell
569
-19
-3% -$9.66K 0.04% 193
2023
Q4 		$310K Sell
588
-26
-4% -$13.9K 0.05% 181
2023
Q3 		$310K Buy
+614
New +$302K 0.05% 176

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 $3.38T AUM 44.17% 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 Ion Advisors's UNH Position: Q2 2026 in Review

Compass Ion Advisors reduced its UnitedHealth (UNH) stake by 2.4% in Q2 2026, selling an estimated $8.15K and leaving 914 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #217.

Compass Ion Advisors first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $394K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Compass Ion Advisors held 914 shares of UnitedHealth worth $380K as of Q2 2026.
  • Compass Ion Advisors sold 22 UnitedHealth shares in Q2 2026, an estimated $8.15K.
  • UnitedHealth made up 0.03% of Compass Ion Advisors's portfolio in Q2 2026, its #217 holding.
  • Compass Ion Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • Compass Ion Advisors's UnitedHealth position peaked at $394K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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