UnitedHealth shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 1.1k | 345.18 |
| 2025-06-30 | $350k | 1.1k | 312.09 |
| 2025-03-31 | $369k | 704 | 524.08 |
| 2024-12-31 | $307k | 606 | 506.12 |
| 2024-09-30 | $351k | 601 | 584.59 |
| 2024-06-30 | $282k | 569 | 495.06 |
| 2024-03-31 | $282k | 569 | 495.06 |
| 2023-12-31 | $310k | 588 | 526.79 |
| 2023-09-30 | $310k | 614 | 504.24 |