Compass Wealth Management’s UnitedHealth UNH Stock Holding History

Compass Wealth Management’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 Q2	–	Sell	-80	Closed	-$41.9K	–	392
2025 Q1	$41.9K	Sell	80 -70	-47%	-$35.8K	0.01%	260
2024 Q4	$75.9K	Hold	150	–	–	0.02%	210
2024 Q3	$87.7K	Sell	150 -69	-32%	-$39K	0.02%	210
2024 Q2	$112K	Buy	219 +2	+0.9%	+$980	0.03%	192
2024 Q1	$107K	Sell	217 -49	-18%	-$24.9K	0.03%	191
2023 Q4	$140K	Hold	266	–	–	0.04%	170
2023 Q3	$134K	Sell	266 -71	-21%	-$34.9K	0.04%	166
2023 Q2	$162K	Sell	337 -13	-4%	-$6.36K	0.05%	159
2023 Q1	$165K	Buy	350 +18	+5%	+$8.69K	0.05%	160
2022 Q4	$176K	Buy	+332	New	+$176K	0.06%	156

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Compass Wealth Management's UNH Position: Q2 2025 in Review

Compass Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 80 shares — an estimated $41.9K sold.

Compass Wealth Management first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $176K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Compass Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 80 UnitedHealth shares in Q2 2025, an estimated $41.9K.
Compass Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's UnitedHealth position peaked at $176K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.