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UnitedHealth shares owned by Compass Financial Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in UnitedHealth

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All positions including UnitedHealth held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 6.5k 407.78

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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Jpmorgan Chase & Co
Citadel Advisors
Capital Research Global Investors
Morgan Stanley
Jane Street
FMR

View all funds holding UnitedHealth