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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Compass Ion Advisors's UNH Position: Q1 2026 in Review

Compass Ion Advisors reduced its UnitedHealth (UNH) stake by 7.1% in Q1 2026, selling an estimated $21.1K and leaving 936 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #244.

Compass Ion Advisors first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $394K in Q3 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Compass Ion Advisors held 936 shares of UnitedHealth worth $253K as of Q1 2026.
Compass Ion Advisors sold 71 UnitedHealth shares in Q1 2026, an estimated $21.1K.
UnitedHealth made up 0.02% of Compass Ion Advisors's portfolio in Q1 2026, its #244 holding.
Compass Ion Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's UnitedHealth position peaked at $394K in Q3 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.