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Compton Wealth Advisory Group’s UnitedHealth UNH Stock Holding History

Compton Wealth Advisory Group’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
Q3 		$1.77M Sell
4,848
-1,971
-29% -$793K 0.36% 48
2026
Q2 		$2.91M Sell
6,819
-22
-0.3% -$8.15K 0.59% 35
2026
Q1 		$1.87M Sell
6,841
-1,350
-16% -$402K 0.42% 45
2025
Q4 		$2.7M Sell
8,191
-149
-2% -$50.5K 0.59% 34
2025
Q3 		$2.88M Sell
8,340
-65
-0.8% -$19.7K 0.67% 32
2025
Q2 		$2.62M Sell
8,405
-59
-0.7% -$22.5K 0.66% 31
2025
Q1 		$4.43M Sell
8,464
-763
-8% -$390K 1.23% 21
2024
Q4 		$4.67M Sell
9,227
-82
-0.9% -$46.6K 1.2% 20
2024
Q3 		$5.44M Sell
9,309
-95
-1% -$53.7K 1.37% 21
2024
Q2 		$4.79M Buy
9,404
+326
+4% +$160K 1.28% 19
2024
Q1 		$4.49M Buy
9,078
+704
+8% +$358K 1.23% 18
2023
Q4 		$4.41M Buy
8,374
+645
+8% +$344K 1.38% 18
2023
Q3 		$3.9M Buy
7,729
+153
+2% +$75.3K 1.34% 16
2023
Q2 		$3.64M Sell
7,576
-155
-2% -$75.8K 1.21% 20
2023
Q1 		$3.65M Sell
7,731
-56
-0.7% -$27K 1.26% 20
2022
Q4 		$4.13M Buy
7,787
+26
+0.3% +$13.8K 1.61% 17
2022
Q3 		$3.92M Sell
7,761
-599
-7% -$315K 1.67% 17
2022
Q2 		$4.29M Sell
8,360
-21
-0.3% -$10.5K 1.85% 17
2022
Q1 		$4.27M Buy
8,381
+54
+0.6% +$26K 1.65% 18
2021
Q4 		$4.18M Buy
8,327
+231
+3% +$105K 1.79% 17
2021
Q3 		$3.16M Buy
8,096
+128
+2% +$53K 1.49% 19
2021
Q2 		$3.19M Buy
7,968
+10
+0.1% +$3.99K 1.49% 19
2021
Q1 		$2.96M Sell
7,958
-22
-0.3% -$7.62K 1.69% 17
2020
Q4 		$2.8M Sell
7,980
-790
-9% -$265K 1.74% 17
2020
Q3 		$2.73M Buy
8,770
+152
+2% +$46.7K 2.05% 16
2020
Q2 		$2.54M Sell
8,618
-35
-0.4% -$10K 2.71% 10
2020
Q1 		$2.16M Sell
8,653
-316
-4% -$87K 2.8% 11
2019
Q4 		$2.64M Sell
8,969
-34
-0.4% -$8.9K 2.33% 14
2019
Q3 		$1.96M Sell
9,003
-47
-0.5% -$11.3K 1.08% 16
2019
Q2 		$2.21M Buy
9,050
+2
+0% +$481 1.13% 13
2019
Q1 		$2.24M Sell
9,048
-30
-0.3% -$7.65K 1.18% 12
2018
Q4 		$2.26M Buy
+9,078
New +$2.4M 1.16% 10

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Compton Wealth Advisory Group's UNH Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its UnitedHealth (UNH) stake by 29% in Q3 2026, selling an estimated $793K and leaving 4,848 shares worth $1.77M. The position accounts for 0.36% of the portfolio, ranked #48.

Compton Wealth Advisory Group first reported a position in UNH in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.44M in Q3 2024. 620 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Compton Wealth Advisory Group held 4,848 shares of UnitedHealth worth $1.77M as of Q3 2026.
  • Compton Wealth Advisory Group sold 1,971 UnitedHealth shares in Q3 2026, an estimated $793K.
  • UnitedHealth made up 0.36% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #48 holding.
  • Compton Wealth Advisory Group first reported a position in UnitedHealth in Q4 2018 and has held it in 32 quarters since.
  • Compton Wealth Advisory Group's UnitedHealth position peaked at $5.44M in Q3 2024.
  • 620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.