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Compass Planning Associates’s UnitedHealth UNH Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-148
Closed -$46.3K – 113
2025
Q2 		$46.3K Hold
148
– – 0.04% 61
2025
Q1 		$77.3K Buy
148
+1
+0.7% +$511 0.08% 49
2024
Q4 		$74.5K Buy
+147
New +$83.5K 0.08% 50

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Planning Associates's UNH Position: Q3 2025 in Review

Compass Planning Associates sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 148 shares — an estimated $46.3K sold.

Compass Planning Associates first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $77.3K in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Compass Planning Associates reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 148 UnitedHealth shares in Q3 2025, an estimated $46.3K.
  • Compass Planning Associates first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's UnitedHealth position peaked at $77.3K in Q1 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.