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Compound Global Advisors’s UnitedHealth UNH Stock Holding History

Compound Global 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 		– Sell
-162
Closed -$53.5K – 35
2025
Q4 		$53.5K Hold
162
– – 2.97% 14
2025
Q3 		$55.9K Hold
162
– – 3.04% 12
2025
Q2 		$50.5K Sell
162
-450
-74% -$172K 4.61% 12
2025
Q1 		$288K Sell
612
-1,650
-73% -$843K 1.7% 24
2024
Q4 		$1.14M Buy
+2,262
New +$1.29M 4.66% 5
2024
Q1 		$10.1M Sell
20,354
-3,678
-15% -$1.87M 1.5% 22
2023
Q4 		$12.7M Sell
24,032
-14,727
-38% -$7.85M 2.34% 22
2023
Q3 		$19.5M Sell
38,759
-17,665
-31% -$8.69M 4.28% 8
2023
Q2 		$27.1M Buy
56,424
+22,031
+64% +$10.8M 6.26% 1
2023
Q1 		$16.3M Buy
+34,393
New +$16.6M 4.13% 10

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

Compound Global Advisors's UNH Position: Q1 2026 in Review

Compound Global Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 162 shares — an estimated $53.5K sold.

Compound Global Advisors first reported a position in UNH in Q1 2023 and held it in 10 quarters. The position peaked at $27.1M in Q2 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Compound Global Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Compound Global Advisors sold 162 UnitedHealth shares in Q1 2026, an estimated $53.5K.
  • Compound Global Advisors first reported a position in UnitedHealth in Q1 2023 and held it in 10 quarters.
  • Compound Global Advisors's UnitedHealth position peaked at $27.1M in Q2 2023.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Compound Global Advisors's 13F filing for Q1 2026, filed 7 May 2026.