Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,885
+$126,614 QoQ
Shares Held
914
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,521
of 3,349 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Compass Ion Advisors, LLC holds $835,891 across 2 Healthcare Plans names. UNH ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
4,408 | $456,006 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
914 | $379,885 |
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,885 | 914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $253,271 | 936 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $332,420 | 1,007 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $394,332 | 1,142 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $349,718 | 1,121 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $368,720 | 704 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $306,551 | 606 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $351,392 | 601 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $289,768 | 569 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $281,484 | 569 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $309,564 | 588 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $309,572 | 614 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||