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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
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% -$8.89K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compton Wealth Advisory Group's UNH Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its UnitedHealth (UNH) stake by 0.32% in Q2 2026, selling an estimated $8.15K and leaving 6,819 shares worth $2.91M. The position accounts for 0.59% of the portfolio, ranked #35.

Compton Wealth Advisory Group first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.44M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Compton Wealth Advisory Group held 6,819 shares of UnitedHealth worth $2.91M as of Q2 2026.
  • Compton Wealth Advisory Group sold 22 UnitedHealth shares in Q2 2026, an estimated $8.15K.
  • UnitedHealth made up 0.59% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Compton Wealth Advisory Group first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Compton Wealth Advisory Group's UnitedHealth position peaked at $5.44M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.