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Compass Wealth Management (Georgia)’s UnitedHealth UNH Stock Holding History

Compass Wealth Management (Georgia)’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
-1,200
Closed -$396K – 75
2025
Q4 		$396K Hold
1,200
– – 0.16% 53
2025
Q3 		$414K Buy
+1,200
New +$363K 0.18% 50

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 Wealth Management (Georgia)'s UNH Position: Q1 2026 in Review

Compass Wealth Management (Georgia) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,200 shares — an estimated $396K sold.

Compass Wealth Management (Georgia) first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $414K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Compass Wealth Management (Georgia) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Compass Wealth Management (Georgia) sold 1,200 UnitedHealth shares in Q1 2026, an estimated $396K.
  • Compass Wealth Management (Georgia) first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • Compass Wealth Management (Georgia)'s UnitedHealth position peaked at $414K in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q1 2026, filed 15 May 2026.